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

To: SKIP PAUL who wrote (40625)	9/13/1999 1:29:00 PM
From: Peter Sherman	Respond to of 152472

well - there was a DLJ conf in NYC this a.m. - T presented - had nothing material to say about cellular according to someone who was there - someone on new thread implied that Jack Welch might be interested in Q

To: SKIP PAUL who wrote (40625)	9/13/1999 1:40:00 PM
From: Jim Willie CB	Read Replies (4) \| Respond to of 152472

QCOM: Investor Relations -- poor Media Relations -- poor Wisdom in scheduling two analyst meetings in two east coast cities in one week -- poor Ability in responding to halftruths by analysts -- poor CDMA research -- excellent wireless strategy -- excellent IP systems software strategy -- excellent balance sheet -- excellent this company had better get its act together with Wall Street if it wants to be the gorilla it can be need a close to 158 in order to conclude break below as mere slippage.. dont wanna sound minimizing.. 2-3 points below 50day MA is not a serious issue intraday.. again, support all thru 150's from last July company needs to remove confusion, doubts, and prevalence of rumor.. not in defensive manner, just calm and professional / jim willie