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To: r.edwards who wrote (1305)1/25/2000 5:43:00 PM
From: Eski  Respond to of 35685
 
Tomorrow all the Analyst will be out with upgrades and QCOM will recover.



To: r.edwards who wrote (1305)1/25/2000 6:34:00 PM
From: RocketMan  Respond to of 35685
 
1) pro forma of 0.27 --> 50% + annual growth.
2) $50M upside surprise in royalties --> even faster conversion from a commodity supplier to gorilla value streams.
3) 2Q slowdown in handset sales --> seasonal, no big deal
4) On track for 2.4mbps commercial HDR rollout in 2001, cdma on track --> next tornado on track

Mo players might not understand this, nor do they care, but analysts sure do. And ltb&h investors should.


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