Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.25

+0.6%

Dec 19 9:30 AM EST

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To: Gregg Powers who wrote (17309)	10/29/1998 8:48:00 AM
From: DaveMG	Read Replies (2) of 152472

Gregg, I jokingly declared you the winner over Tim Luke yesterday but in fact after thinking about it I think that your response sidestepped the crux of his concerns,at least as you characterized them. He seems to be afraid that revenues will slip because of the global debt squeeze.Obviously,if this were to happen, operating margins would not have to fall in order to reduce projected earnings.So the real question is what percentage of the 4bil manufacturing operation revenues are already baked into the cake? FWIW, it would seem to me that most of firms behind these infrastructure contracts, ie GE and AIG along with Mexican partners, G*, won't have any trouble meeting their obligations, and that in fact the inability of competitors to come up with the dough to build out competing systems will encourage these capital rich operations to move ahead as fast as possible in order to secure mkt share. DaveMG

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