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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (70447)11/12/1999 12:07:00 PM
From: pater tenebrarum  Read Replies (3) | Respond to of 132070
 
MB, what's your view on the QCOM rocket? some analyst raised his target to 460 today, which sounds unbelievable. no reason was cited, not that we need reasons. i know it's a good company, but is the latest take-off in the price really justifiable? has their business actually improved to the extent to make a 70% rise in the share price in one week reasonable?

regards,

hb



To: Knighty Tin who wrote (70447)11/12/1999 12:08:00 PM
From: Eggolas Moria  Read Replies (1) | Respond to of 132070
 
Unit sales grew 59%, AUP was down sequentially from $2200 to $2100. Gross margin down 180jbp sequentially to 20.2% due in part to higher DRAM costs.

Merrill has taken down the 4Q99 revenue forecast to 37.7% growth from prior estimate of 40% growth.

Interesting times for this company.


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