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

To: Jim Willie CB who wrote (55068)12/19/1999 8:08:00 PM
From: MileHigh  Read Replies (1) | Respond to of 152472
 
Jim,

I agree that there is upside to current estimates. THEY WILL BE revised upwards, especially FY '00 and '01, but the share price has probably already discounted this.

Also agree on positive future for the Q and positive surprises on new products, etc... I am just trying to provide conservative analysis...

As I like to say, we'll see!

MileHigh



To: Jim Willie CB who wrote (55068)12/20/1999 3:30:00 AM
From: Martin Atogho  Respond to of 152472
 
<<acquisition of a CDMA chip mfg firm will change the picture we must expect this, since it is stated by mgmt on record>>

Would this be to increase CDMA chip manufacturing capacity? And if so, would it not have been cheaper to subcontract this to contracts manufacturers like SLR as a manufacturing plant would be capex intensive? Csco does that to keep their costs down incidentally.

Any comments?


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