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

To: gc who wrote (40346)	9/10/1999 11:21:00 AM
From: 16yearcycle	Respond to of 152472

"If a red hot company like QCOM warned through its favorite analyst before a big analysts meeting, don't you worry? Do you really think the company is going to announce fantastic news at the conference? I don't think so.on" The very same analyst has since come out and given "conservative" guidance of 50% compounding growth for 5 years. This projects to a $6.75 QUARTER in 5 years. A conservative pe of 40 on to that e pace of $27 gets QCOM 900+ dollars per share higher in 5 years.Remember, this analyst says he is being conservative. Does this sound like he is worried? If your time line is longer than a few months, it is pretty obvious it's time to dive in and check the quotes in a few years.

To: gc who wrote (40346)	9/10/1999 11:30:00 AM
From: Jim Willie CB	Respond to of 152472

rebuttal to BC opinion QCOM meets with favorite analyst, who wants to accumulate more Qshares.. analyst issues limited view of QCOM business, focusing upon handset division and totally ignores skyrocketing chip division.. analyst tells no untruths about handset division when mentioning margins, but decides to focus much attention on this division.. mgmt cites last proforma quarterly earnings as a benchmark for current quarter, upon which sequential growth will be realized.. mgmt conservatively assesses that the company will meet last quarter's level of profitability and realize sequential growth analyst again tells no untruths when surmising QCOM will not blow away the current qtr eps estimates.. he lowballs after citing declining handset margins and increased competition.. he again neglects all information on the skyrocketing chip division, not to mention the huge growth in CDMA subscribership internationally with this halfassed analyst report on QCOM, whose price stood at 193, the market heard the halftruth and sold off.. the price was overbought and exceeding the stable equilibrium level with the conference call, analyst backpeddles and expects earnings to easily exceed eps estimates.. he concludes QCOM will conservatively grow 50% annually for five years.. he concludes QCOM stock price is undervalued give me a fxxxing break, GC.. this was a conjob.. lead with a halftruth, accumulate on the selloff, build up the company's future prospects with the conference call.. the stock price did get ahead of itself in August run to 190 this analcyst accumulated at a lower level while maintaining credibility, his objective next week comes accentuation of a strong strong growth story, complete with superlative balance sheet, enormous growth prospects eat my shorts, GC.. again you have almost no information but your steady stream of guessing / jim willie

To: gc who wrote (40346)	9/10/1999 11:30:00 AM
From: marginmike	Respond to of 152472

hey GC what is the difference, even if the stock goes to 140 it will be 200 or more by january. After Jan quarter Q will have a trailing Pe of 50 at 180 a share(assuming no upside surprises at all) With a growth rate of 46% that would still be considered cheap. I know you sold your stock, but wishing and hoping and praying wont help you get your shares back on the cheap. If it does go to 140 I will just buy more. You better hope China, Split, or Jv dont occur anytime soon or that 200 will be conservitive. The rumors are swirling all about!

To: gc who wrote (40346)	9/10/1999 11:46:00 AM
From: Kayaker	Read Replies (1) \| Respond to of 152472

If a red hot company like QCOM warned through its favorite analyst before a big analysts meeting, don't you worry? Did you even bother to listen to this analyst's interview on VCall?

To: gc who wrote (40346)	9/10/1999 12:00:00 PM
From: Keith Feral	Read Replies (2) \| Respond to of 152472

gc: QCOM has alot of news flow developing over the next few weeks. First, the company will be in Boston with Cowen and Co on Monday. Second, you have the summit with China this weekend. Third, you have the analyst meeting in NYC on Wednesday. Fourth, you have the PCS show in New Orleans from Sep 20th to the 24th. Fifth, keep in mind that QCOM waits until the end of the quarter to announce licensing deals. With Japan, China, and Europe all talking about pathways to 3G, we should expect some major players to sign on for handset and infrastructure deals. QCOM has a wide range of issues to discuss going into these meetings. If you interpret Robert's projection that QCOM would only beat estimates by 6 cents a warning, you had better get your head checked!! $0.94 vs. $0.30 last September is a huge comparison.

To: gc who wrote (40346)	9/10/1999 5:11:00 PM
From: waverider	Respond to of 152472

NEWS FLASH gc confirmed as thread moron. Thread members happy again. With the departure of Tero, the SI Qualcomm thread has been in a funk. Despite the stellar performance of the stock this past year, thread members have been bemoaning the lack of something to get their blood flowing again...they apparently are bored with their fine grasp of the Q's future dominance and have been searching for excitement. Rumors have it that GO*QCOM will be providing a new stuffed effigy at the next annual meeting lunch get together with a "gc" sign hung around it's neck. The Tero doll has been retired. Rick <H>