Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 179.02

+3.7%

Nov 5 3:59 PM EST

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To: JMD who wrote (25140)	3/26/1999 7:55:00 AM
From: Ramsey Su	Read Replies (3) of 152472

JMD, hey thread master, it is time to round up the troops and stop all this Dellish yepping on the thread. We all know the news and we have seen every twist of the story from every publishing source in the world. Other than the famous "mouth of the south (far south)", we are best known for strong analysis here. Why don't we all work on some numbers, instead of quoting and requoting who said what. Frankly, my valuation of QCOM has totally been destroyed by the events of the last few days. One money losing division with questionable future has just been chopped off. The market for the handsets and most important, the ASICs, just exploded. I suspect they are going to having capacity and backlog problems going forward. I have no idea what the new revenue and earnings look like, bearing in mind that their handset operations has been more profitable qtr after qtr. On the royalty and license fee front, is a new round coming for the new standard? We are know how much this item goes right to the bottom line. How about WLL? We have not heard much about this component but I wonder who would not use CDMA now. So, how about it. Lets see some good numbers. Ramsey

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