Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.07

-1.0%

3:59 PM EST

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To: Gary Walker who wrote (21618)	1/19/1999 6:21:00 PM
From: John Dough	Read Replies (1) of 152472

Good point, Gary. Plus, as someone on this thread said yesterday, if Qualcomm sells off its money-losing infrastructure business, earnings will spike and revenues (from sales) won't matter as much going forward, because royalties will be a much greater percentage of revenues. Incidentally, I'm about as big a fan of the Q as you can get. I've got 100% in Qualcomm and am highly margined. I've been this way for several months. Because of this, Fidelity increased my account's equity requirement to 40% a week ago, even though the stock itself has a 30% requirement. QCOM is the only company I've ever felt confident enough about, to put myself in this position. Mark

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