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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?


To: gdichaz who wrote (4912)1/8/2000 12:22:00 AM
From: Mike Buckley  Respond to of 13582
 
Gdichaz,

Thanks for the nice comments.

You're right about the changes. When I did that research last spring there was very little mention of HDR, not enough to include in my write-up.

One change you didn't mention is that we also didn't know the company would agree to sell the handset division less than nine months later.

The change I like best relates to my comment that "Based on one analyst's numbers, I calculated that the profit margin will nearly double to something north of 6% in FY2000." My how things change!

--Mike Buckley