Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Voltaire who wrote (36504)	7/21/1999 7:01:00 PM
From: Valueman	Read Replies (2) \| Respond to of 152472

They saw four would have moved the price higher and to hell with the stock holders, they didn't want to piss off the funds. Geez! I like the stock but beginning to believe the mgt. has s--- for brains. No, it is you sir who has sh-t for brains. To hell with the shareholders? What the hell are you talking about? The stock goes from 25 to 156 in the span of a few months because of brilliant moves by management and you complain? Pitiful.

To: Voltaire who wrote (36504)	7/22/1999 4:29:00 AM
From: Nancy Haft	Read Replies (1) \| Respond to of 152472

Geez! I like the stock but beginning to believe the mgt. has s--- for brains I think it's quite clear to anyone who has done a bit of research about this company that management has demonstrated an extraordinary vision of development and commercialization of CDMA technology which it invented, and has made that vision a reality over the past decade. This is pretty obvious but perhaps worth stating at this point so as not to loose sight of the proverbial forest for the trees. These are hardly the accomplishments of men and women with "shit for brains." Let me ask you what you would do if you were in management's shoes and needed to raise capital for QCOM at this point. They've said they will use $400 mm for G* and $400 mm for vendor financing. Additional figures were mentioned in earlier posts but I can't recall them now. How would you go about raising $1B at this point? How would you avoid disrupting markets and shareholder dilution? Seems to me this solution is a pretty good one. What would you do differently? I see that you are new to the Qualcomm thread like many other posters over the past few days. To all the newbies let me say this has been one of the most extraordinary threads I have ever come across. The depth and breadth of technical knowledge and investing acumen among the thread participants is absolutely unique. The thread has drawn quite a clear-eyed view of QCOM and its businesses and we are all the wiser and wealthier for it. This group figured out the Ericsson deal months ahead of time. It's easy to understand that the heaps of recent posts based largely on opinion and unsubstantiated information flies against the grain of what this thread has been for quite some time and that long-time contributors to this thread get a bit upset when they see the neighborhood change. But I would encourage everyone who has found his or her way here to participate in the vigorous discussion and toe-to-toe debate found here. It is quite refreshing amidst all the insipid rah rah of other threads. No one ever made a dime off rah, rah. But my guess is that more than a few good trades and long positions have been made off info on this tread. Isn't that why we're all here? Nancy