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

To: Kayaker who wrote (65061)	1/28/2000 7:06:00 PM
From: limtex	Read Replies (1) \| Respond to of 152472

Kayker - I think there was another reference in the Business Review section. I'll take another listen later. Could you see as well please. Thread....why would a .....'little bit of a slump in a sense in ....and our telephone sales' include telephone sales in the Jan/Mar qtr. I mean aren't theses numbers going to be a little skewed anyway because Q is selling the handset division to Kyocera? This is getting a little confusing. Best regards, L

To: Kayaker who wrote (65061)	1/28/2000 7:09:00 PM
From: jeremy_atticus	Respond to of 152472

FWIW, I think that the Q needs a new P.R. firm with new commercials. What I saw on T.V. did not explain a darn thing to the general public and were way over their heads. They need to hire a famous person to explain CDMA and what it does in a string of commercials on t.v. so that the common person and young phone users understand what Qcom is. The only reason any of you understood the commercials that were aired is that most of you are very smart and also already know what the company is all about. Think about it, most of these analysts are lazy and will not get the gereral gist of the company. Stockbrokers are lazy for the most part and will not learn about the company to sell the stock. We need simple straight forward commercials to explain what Qcom has to offer the common man or woman. JA

To: Kayaker who wrote (65061)	1/28/2000 7:14:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 152472

"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." Hi. yes, I think he means Jan-March Q. I think "in a sense" is regarding the seasonality of the cell phone business. It IS seasonal. Let's remember that if there wasn't a split, we would have had an upside surprise of 4 cents. And the analysts are flushing the 50 million royalty shocker! Like I said, Cena downgrading is my only worry, because he knows this better than I do. But I think he just wanted to insure that he could buy more at 80-130. He kept his 150 price target.

To: Kayaker who wrote (65061)	1/28/2000 8:00:00 PM
From: The Verve	Respond to of 152472

It's pretty clear to me IJ's 'slump' comment is referring to next quarter's slower seasonal growth. If you listen carefully, you can see he is searching for a word to use, so when he said 'slump' he instantaneously realized that was a harsh word, so he softened the meaning of the word midsentence by adding 'in a sense'. No big deal. I think a lot of people are really getting carried away with that one word. IJ is obviously an extremely bright and articulate guy, but even he is not infallible. Even though he chooses his words very carefully, one cannot expect that he is gonna achieve perfection when he is speaking. The cc was very long and a lot of things were said, he's got a million things on his mind...so he chose the word 'slump', then softened it immediately. I'm sure he'd like to take it back and say something like, "Even though our growth may not be as vigorous for Q2, due to seasonal factors the industry experiences every year, we expect to meet or exceed analysts earnings targets and look forward to a lot of exciting new developments for Qualcomm in 2000 and beyond." So that wasn't what was said. Big deal. I know I've said many things in my lifetime I wish I could immediately take back. I bet we'll all be laughing about this 'setback' in the next 6 months. I'm holding for 5 years minimum. I'm sure I'm gonna experience more than a few of these stock setbacks from time to time. 'Slump' or 'no slump'. Ron