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

To: 16yearcycle who wrote (40109)9/8/1999 2:45:00 PM
From: Jack Jackson  Read Replies (1) | Respond to of 152472
 
he seemed concerned about the day traders and hedge funds and people on margin because of the conservative guidence even though he said that he expects them to beat the street? Now...tell me is he trying to lower the stock to scare the traders away? This seems odd to me!



To: 16yearcycle who wrote (40109)9/8/1999 2:46:00 PM
From: John Hayman  Read Replies (1) | Respond to of 152472
 
Actually that was a positive conference for the Q. Growth is great, stock is cheap compared to PE/growth. The shortage of parts does not appear to be hurting earnings.

So.....what was he doing before? Sounds like jim willie may be right here....it was all BS to begin with. Overall all is ok, or better yet, great!!

John



To: 16yearcycle who wrote (40109)9/8/1999 2:49:00 PM
From: TShirtPrinter  Read Replies (1) | Respond to of 152472
 
Here's my take as an untrained listener. That V-Call with the broker couldn't have been too much more positive. I closed my door, dimmed the lights and listened to every word.
It seems they always miss adding the point that MOT $ Nokia have to pay royalties to the Q when they make their own asics. They made it sound like it was direct competiton that certainly hurt the Q.
But... WDIK

Tony


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