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

To: GO*QCOM who wrote (5661)	1/25/2000 7:49:00 PM
From: Keith Feral	Read Replies (1) \| Respond to of 13582

Indeed, royalties are blowing the analyst's models out of the water. I really thought that Dr. Jacobs and the rest of the mgmt put on the best presentation to date. The one thing that struck me too was the quality of the Q & A. They actually took the time to ask important questions about the future of CDMA in key markets rather than drill the company about the financial ratios. QCOM really knocked the ball out of the park with respect to those questions. I almost choked when one of them said that the carrier's choice to rely on QCOM's chips was a "no brainer". The book to bill may be a little weak for this quarter and QCOM did not blow out the whisper number. Nonetheless, I feel much better about mgmt guidance where QCOM is going with 1X and HDR. Did anyone deduct the inevitable handset company's that would be forced to make announcments about MSM3100 chips? Since every company in Korea and Japan have already signed ASIC deals with the Q, the only companies left are NOK, ERICY, and MOT.