Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: Gregg Powers who wrote (21714)	1/21/1999 9:31:00 AM
From: Webster	Read Replies (1) of 152472

Regarding 1st quarter results. I agree, the pieces continue to fall into place. The handset margin improvement was significant. Several months ago Lehman Bros/ Tim Luke was commenting about handset margins being in the 11% range. So a movement to 20% is really great news for future comm system gross margins. I also believe that Rich Sulpizio continues to be a breath of fresh air during these conference calls. Irwin's comments about infrastructure being strategic to qcom should confirm no sale of infra division will happen. It would be great to have a infrastructure partner who has market presence in China and Europe. Talk about upside potential. I am confident Q will find an outstanding infrastructure partner. Tracking the last 4 quarters EPS continues to steadily grow despite all the road blocks ($.25, $.33, $.54, $.65) The pieces are lining up both strategically and from an EPS perspective. Thanks WEb.

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