Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

3:59 PM EST

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To: Maurice Winn who wrote (21642)	1/20/1999 9:01:00 AM
From: Valueman	Read Replies (2) of 152472

Pre-market has us at 65 ask. Once again, what are the analysts going to pick on? The "net gain on sale of investments" will be a big one--they will say that is the sum total of the earnings outperformance. They will NOT talk about the 21% rise in communications systems revenues with a dismal infrastructure number contained within. They will concentrate on falling prices, not rising volumes in handsets and ASICs. They will hammer on the 28% gross margins in Comm. Systems when they expected over 30%, but they will not account for that infrastructure drag again.

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