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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: limtex who wrote (65056)1/28/2000 6:50:00 PM
From: MileHigh  Read Replies (1) | Respond to of 152472
 
I read, it makes sense, again, WS pays for certainty or less risk. Dr J made the analysts feel less certain about growth rates going forward, that's all. It's going to bounce a round and I do not see it getting away from me at this point.

MileHigh



To: limtex who wrote (65056)1/28/2000 6:56:00 PM
From: Kayaker  Read Replies (5) | Respond to of 152472
 
Here is what I hear at time mark 47:00 of...
Section 4: Question & Answer Session (47 min. 28 sec.)

"And so this whole period going forward, although there is a little bit of a slump, in a sense, in our ASIC and telephone sales this coming, ah existing quarter, we think just looking forward it's, it continues to be very exciting."

Specifically, the "this coming, ah existing quarter" sounds to me like he started to say "this coming quarter" but corrected himself and said "existing quarter" instead. So, IOW I hear "bit of a slump" for the quarter just reported, not the next one. More opinions would be helpful here. Thread is way more better this afternoon. Gotta go chop wood now.

[Edit] Hmmmmmm. Reading this again, maybe he's talking slump for Jan-Mar Q, ie, the "existing" quarter? I dunno. I hear him correcting himself though.