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


To: MileHigh who wrote (55064)12/19/1999 7:39:00 PM
From: Jim Willie CB  Read Replies (2) | Respond to of 152472
 
MHighMan, agreed on all counts, but but but

I do anticipate that future topline and bottomline growth will see upside surprises as CDMA proliferates, and as devices proliferate

Ericsson deal was big on earnings push
Nokia deal on handset division will have similar effect, eh?
devoting resources to high margin CDMA chipset production will have enormous effects,
i.e. Intel Business Model

next up is the installation of Global Positioning Systems in automobiles, and the wide expansion of laptop and handheld PC wireless modems... I doubt today's earnings projections assign much growth to these products

we will see
one thing for sure: analysts have been grossly underestimating QCOM earnings

acquisition of a CDMA chip mfg firm will change the picture
we must expect this, since it is stated by mgmt on record

what do you expect QCOM mgmt to do with handset deal proceeds?
not a bonfire or corporate picnic, I assume
/ Jim



To: MileHigh who wrote (55064)12/19/1999 10:03:00 PM
From: gdichaz  Read Replies (1) | Respond to of 152472
 
In brief. Nonsense. Or to do a bit more, the burden of proof is against those who think the Q will not do as well as is it is doing now.

What could possibly slow its growth, given data?

Chaz