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

To: Jim Willie CB who wrote (35837)	7/19/1999 6:05:00 PM
From: Morgan Drake	Read Replies (1) \| Respond to of 152472

My guess is that if Q has component shortage, so do the rest of the players. Q's number 2 in market share, Nokia is 1. Nokia is a CDMA licensee, are they not? So even if they're not experiencing shortages, they will still be blowing out product with royalty payments going to Q. Who does Q buy from? That could be our next side play. M

To: Jim Willie CB who wrote (35837)	7/19/1999 6:07:00 PM
From: mmeggs	Respond to of 152472

Last trade not a trade at all -- "volo" synchronzes volume for the day only -- not a trade. No worries about tomorrow. New .86 base means big revisions to estimates. Still going to grow phone sales next quarter. Continuing margin expansion, regardless of component supply constraints. Funny, basically saying component suppliers didn't believe Q when they forecast demand. Does anyone out there NOT underestimate Q? (Present company excluded, of course...) mmeggs