Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Webster who wrote (58477)	12/31/1999 9:36:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 152472

Webster, I have printed. I am glad kirby challenged us all to look at the FA, couldn't agree more. I have a Finance degree and love the details but in my case it was very hard for me to get my hands around Q because of all the recent divestitures, etc... It should become clearer and your model looks like a great start. We know we have a 30M charge coming when the deal closes (FEB) and also "possibly" 300-400M in cash coming from the KY deal.... Q1 CC will be the key (as always its all in the call) MileHigh

To: Webster who wrote (58477)	12/31/1999 4:03:00 PM
From: The Reaper	Respond to of 152472

Web- Thank you for the effort put into this post. This is going to be a great starting point where we can tweak numbers for the Q! based on fiscal first quarter which we will see in three weeks. I think your premise is basically correct when you say that earnings will be proportional to the growth of CDMA now that most manufacturing processes have been "dumped". Analysts should not take long to start revising estimates and the confidence level of estimates should improve. Manufacturing costs have been eliminated. Let others worry about component shortages, labor problems, etc.. I am printing your post as well. Goes into the notebook. God, Please let me back in Q! in January cheaper than where I sold it.<gg> kirby