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

To: Uncle Frank who wrote (39756)9/4/1999 5:01:00 PM
From: rel4490  Read Replies (1) | Respond to of 152472
 
With all the talk of dwindling margins in the handset business, it is important to remember that handsets,while accounting for 45% of revenues, only account for 15% of earnings. Chips and royalties are the driving force of the Q's earnings. This is why a sale of the handset business would be greeted favorably by wall street.



To: Uncle Frank who wrote (39756)9/4/1999 11:26:00 PM
From: gc  Read Replies (1) | Respond to of 152472
 
Does anyone believe Q's claim that its eps growth is hampered by handset price erosion and parts shortage? I don't. I think that's bullshit. These factors did not hamper Q's performance of past quarters. Neither did it to MOT and NOKA's performance. No logic here.


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