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: Daiju Kohno who wrote (64617)	1/27/2000 5:23:00 AM
From: Peter Greenhill	Respond to of 152472

<<Not very profound, but I think that Dr. J is trying to keep expectations/whisper numbers under control.>> I agree. Gates has been doing it at Microsoft for years. Otherwise the price goes up to totally ludicrous levels which can't be sustained over the short term.

To: Daiju Kohno who wrote (64617)	1/27/2000 6:23:00 AM
From: limtex	Read Replies (3) \| Respond to of 152472

DK - Not very profound, but I think that Dr. J is trying to keep expectations/whisper numbers under control. I agree. Seems to me the whole discussion of a "slow down" in Q2. Was precisely that. What is this "slow down" anyway. My guess is that Dr Jacobs knew precisley what a massive effect the expression "slowdown" would have on the stock price within minutes. They must have known and calculated the huge drop it would have caused. This appears in Reuters/Yahoo today re European markets etc:- U.S. stocks ended mixed on Wednesday as investors piled money into financial services shares from more volatile technology issues after Qualcomm (NasdaqNM:QCOM - news) and other big Nasdaq (^IXIC - news) names warned about their future prospects Dr Jacobs must have know that his 'warning' would have cuased nonsense like this to be published. Not many column inches given to Dr Jacobs comments that the company is comfortable, indeed more than comfortable with earnings...not only for the qtr with this "slowdown" ( how many companies have ever achieved that one) but also for the entire year...never mind next year. My guess is that the companys advisors told him to gently calm the stock down and thats what happened. So I asked my self a few questions just to make sure I wasn't in Alice in the Looking Glass... Are there going to be less mobile phones sold this year than last year? Are there going to be less CDMA mobile phones sold this year than last year? Will wireless data phones at 64Kbs and higher be sold in quantitiy or will they be of no marketable interest? Did NOK take a haircut like the Q? Did MOT? Does the Q have IPR that will be at the heart of wireless growth over the next ten years or not? Has someone discovered a substitute for CDMA that is tried and tested and ready for commercial application in the field or not? Just a few questions I have been thinking very hard about as a result of some of the analysts and journalist comments over the last 24 hours. Best regards, L