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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 178.640.0%2:44 PM EDT
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To: cockyg who wrote (27779)4/21/1999 1:09:00 AM
From: Harvey Rosenkrantz  Read Replies (4) of 152472
 
To all:

I just finished listening to the realplayer version of the conference call replay and agree with Jon K that the sound was terrific. There were two items that I would like to point out:

1) There will be a continued infrastructure OEM relationship with Hughes, Nortel and Hitachi even though the "independent" sales portion was sold to Ericy. The contract with Nortel goes until February 2001.
Of interest is that Premier Zhu toured the Nortel facility. The Chinese have a very long trading history with Canada. This could be a great "back door" for the Q.

2) More than one analyst questioned the $1.20 figure with regards to using it as a good basis for quarterly projections for 2000. These questions were meet with affirmative responses. This leads me to believe we about to be blessed with a flurry of $5+ estimates for fy 2000 eps.

3) I would propose that if things go as we are all postulating, we should meet at Maurice's for golf to welcome in 2001. Of course, Surfer Mike will be the MC, Caxton will keep Maurice's comments down to the pithy level and Ramsey will provide the commentary about how can a sport which evolved from drunken highlanders hitting cowpies with sticks be suitable for gentlemen of obvious taste and sophistication. Maurice will, of course, provide the sherry and introduce everyone to his favorite sheep.
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