Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.45

-0.1%

3:24 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Maurice Winn who wrote (21448)	1/16/1999 9:49:00 PM
From: Valueman	Read Replies (2) of 152472

No worries Maurice--infrastructure has been a black hole for many quarters. Last conference call spelled out the poor showing they expected there. I would imagine that fact is cooked into the expected numbers. Maybe they even gave extra special guidance in that regard to Marc Cabi. Come to think of it, I wonder if he is the anonymous analyst that threw out that ERICY takeover comment to see how the masses would digest it, as a special favor to his omega-fish-oil-laden buddies. The big question is what the market will focus on--is it the losses at infrastructure and the sorry state there, or is it the joint venture, partnership, alliance that may come out of that state? My take is that this pre-earnings run had more to it. It was not just the earnings. The chatter about this kind of deal has run us up higher than one would expect. It's out there.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next