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

To: limtex who wrote (5668)	1/25/2000 8:20:00 PM
From: Kayaker	Read Replies (1) \| Respond to of 13582

Maybe I'm just not used to Q cc's although I have listened to them before. PLs tell me I heard it wrong and the analysts were impressed. In prior conference calls, each questioner usually started with "Congratulations, great quarter guys!". Didn't hear it once this time. They're still thinking....

To: limtex who wrote (5668)	1/25/2000 8:29:00 PM
From: Randall Knight	Read Replies (4) \| Respond to of 13582

PLs tell me I heard it wrong and the analysts were impressed. I agree that the analysts seemed to be less than enthusiastic. However, let's look at the broader picture. 1xt will not roll out until the second half of this year. Is that a negative? Think about it for a minute. We are talking about a huge leap forward in wireless data and voice capabilities. There is no other competing technology that can even come close to this time frame, if ever. That means that the pressure building up against fortress Europe will be increasing rapidly. All the FUD about GPRS, and Edge will be exposed. 64k/sec today in Japan. This is another huge increase over competing technology. The Japanese will be climbing over each other to get these phones. Remember that one of the reasons that QCOM has increased in market cap so rapidly is the prospects for CDMA to rule 3G. This conference call emphasized the time line for advanced wireless data roll out. Look at all of the estimates you've seen about how many years it will take to have high speed wireless data. We are now talking about one year for CDMA. One year, or less. Think about the ramifications of that.

To: limtex who wrote (5668)	1/26/2000 12:46:00 AM
From: Bux	Read Replies (1) \| Respond to of 13582

PLs tell me I heard it wrong and the analysts were impressed. You heard it wrong and the analysts were impressed. My real opinion: I think one of the more important roles of a good analyst is to spot troubling trends at an early stage and confront management. In my opinion the analysts that thought they might have something along these lines were quickly corrected by insights from management but most points brought up by the analysts were just amateur mistakes. As has been pointed out here already, the only weak spot was the book to bill ratio of .90 which seems to fit the picture management gave of strong holiday sales followed by the slack season following the holidays. My interpretation of the call: All in all a strong showing with a little caution not to expect big increases until later in the year with the roll-out of 1xrtt ASIC's. Fireworks in 2001. No sore spots or fundamental problems to overcome on the horizon. If my shares were in a tax sheltered account I might be tempted to try to pick up some gains somewhere else for a few months if not for one thing, Irwin (I think) mentioned internet and .com's and content and portals. I'm not sure he said all those words but that was the gist I received. With potential like that (oops, I forgot China possibilities, etc.), there are just too many things that investors could react favorably to chance missing out. Bux