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

To: Keith Feral who wrote (46597)	10/30/1999 8:44:00 AM
From: Peter Sherman	Read Replies (1) \| Respond to of 152472

to be franQ, discussion of splits should be passe on this thread, IMHO -- as for analysts, it should be clear that the bright folks on this thread know far more about QCOM and this sector than anyone at GS or SSB -- retail analysts produce nothing of value - the top end analytic information has NEVER been for public consumption -- private analysis is just that - PRIVATE - and is used by asset management firms, appropriately, for their own clients and no one else

To: Keith Feral who wrote (46597)	10/30/1999 8:57:00 AM
From: Voltaire	Read Replies (3) \| Respond to of 152472

Hi Keith, I do this every earnings period by simply writing in the money calls to the point I feel we could have a correction on Q. This gives my clients protection with no capital gain on the sale of stock. I realize there would be a short term capital gain on the calls but that is only if I am correct. At some point in time the stock should continue upward and the buy back of the calls will create a short term capital loss while the value of their portfolio will have increased. I have to have certain standards if I am to continue my STRESSLESS life. We probably agree that Q is an exception at this point but I am sure you can tell me of many cases when the stocks have taken a dive even on great reports. Like I have said before, my first priority is to not lose money for my clients and then I go about the task of making them money. That was a very good point and that is the purpose of the thread, or at least I would hope. thanks, Voltaire

To: Keith Feral who wrote (46597)	10/30/1999 5:00:00 PM
From: 100cfm	Read Replies (2) \| Respond to of 152472

well said. if q doesn't beat the 97c whisper number there probably will be a 15-20pt sell off(big deal. it will come right back. the really important number will be the number of asics and handsets sold. once confirmation of the growth rate is confirmed, earnings estimates will start to be $5+ and the pe should be 60-70. what will 60 million new cdma subscribers mean to q's bottom line. alot more then $4.50 per share in earnings. the question in my mind is how would the dollars from the handset sale be accreted to earnings. is it a one shot deal or is it annualized??