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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Nichols who wrote (33906)7/2/1999 10:34:00 AM
From: Wyätt Gwyön  Respond to of 152472
 
My only concern, for the short term,
In the short term, Who knows. Don't let the short term be your only concern.



To: Nichols who wrote (33906)7/2/1999 10:56:00 AM
From: Jim Willie CB  Read Replies (1) | Respond to of 152472
 
<<no matter what Q's earnings are, it's not going to be enough>>

disagree there... future earnings estimates have risen, but not enough... evidence not yet fully discovered and understood:

1) GSM still regarded as competition... instead, it is a (dis)proving ground for eventual CDMA subscribers

2) 18 million share short interest... get real, guys... cover the kayones or lose them both

3) continents have only begun to endorse CDMA for new carriers

4) internatl consortium only making initial framework for CDMA adoption as 3G standard

5) broadband aint yet here... hold onto the cocoanuts when it arrives

6) handset division hasnt yet experienced serious rampup

7) last quarter regarded as spike not be repeated (see WSJ Korea article, I used it to line my birdcage)

/ jw