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

To: Randall Knight who wrote (35913)	7/19/1999 8:06:00 PM
From: marginmike	Read Replies (3) \| Respond to of 152472

I have a huge position. My stock will not be sold anytime soon. However my options are expiring in 4 weeks sp I need to make a short term decision. I am as bullish long term as ever. However short term I have a few concerns.

To: Randall Knight who wrote (35913)	7/19/1999 8:47:00 PM
From: Anthony	Respond to of 152472

I do not know about you all but this is the best conference call ever heard out from the Q. Number of points are 1) When ask can we expect royalties going to increase at around 10M or more for next quarter. Answer "Yes". We are talking about 100M in royalties people. 2) What effect of component shortage will have for next quarter? Answer "we might not be able to growth as explosive as much as demand dictate, which is huge, shipping as much as we can make." This is not anyway negative they just can not ship 1M(my guess) per month as required. Currently can only produce 850K per month. 3) Will the margin in phone division be improving as compared to this quarter? Answer "Yes" 4) Will Asic will be shipping more asics next quarter? Answer "Yes" 5) Will Asics demand continue to be strong and it is a reasonable to expect around 20% sequential growth going forward? Answer is "Yes" 6) High data rate service will roll out at end of the year in Japan. Will attract more users. So where is the bad news. Margin improved across the board. Revenue could be higher if not due to component shortages, etc.. For the first time I am reading this conference call with confident. I am missing something???