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Strategies & Market Trends : Tech Stock Options

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To: Autumn Henry who wrote (5898)	3/9/1997 11:18:00 PM
From: Judy	of 58727

Good evening, Autumn The market looks to the future ... 1997 is the year for CDMA deployment and the battle for telecom revenues is just starting. QCOM has the technology and a headstart. But it could just as easily drop 10 points in this shakey market or go up 10, but I'd look for QCOM to hold at 52+. Re: "Anything wonderful they have that would cause them to continue to swim up ... " 1. Net profit margins could double or triple. QCOM has been heavy into R&D until now, but CDMA is being deployed. Lots of licensing revenues with little operational costs. Could cut that high PE by 1/2 or 1/3 in one fell swoop. 2. 1st Q report might convince analysts and the herd that QCOM has production in gear and CDMA represents mega bucks. Analyst upgrades ... after they loaded up at bargain prices of course. 3. The company could announce a stock split ... CDMA coming to fruition and this is the perfect time to do so. Last stock split was in 1994. 4. Litigation by competitors could be settled out of court ... cross licensing agreements would benefit all parties involved. QCOM's competitors want to get into the business ... not to let the lawyers to be the only ones to benefit. Let's see how the story unfolds, my dear.

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