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

To: Jill who wrote (65775)	2/1/2000 11:00:00 PM
From: DWB	Read Replies (2) \| Respond to of 152472

Jill, Not to belabor it, since it was a theoretical discussion to start with, but I go back to my original premise. Which would be better... to "guide" expectations like Microsoft and Intel and Cisco do each and every quarter, when you are convinced the China news is going to break any day, or push the pro-forma numbers and let the speculation continue unabated? Put it another way... if we hadn't heard a peep about a seasonal slowdown, they had emphasized the royalty increases, and the China news got subsequently released, driving QCOM up to $250 per share, would you feel more comfortable than you do now? Wouldn't the negative impact of any slowdown in ASICS be that much greater at the next earnings release? 90% of conference calls after earnings announcements these days are "what will the company say", but more importantly "how will they say it, what will they emphasize and/or de-emphasize". To think that for some reason QCOM management isn't capable of playing Wall Street just like all the other big boys would be to undermine their capabilities. You may think that it's your market, and no CEO can spin it one way or another, but I think otherwise. Were the comments by Steve Ballmer that Microsoft shares were overpriced a goof-up or a purposeful move? Do you think all the FUD that Ericsson threw out about CDMA had any effect on "your market" prior to last year? I agree totally that Irwin was being honest. If in doing so he got the mo-mo-morons to let some of the air out of the balloon before the next big breath came along, that's great too. DWB Q2.5K/Y2K+5

To: Jill who wrote (65775)	2/1/2000 11:11:00 PM
From: Ibexx	Respond to of 152472

Would you prefer Michael Dell who does a superb act of serenading his shareholders while quietly disposing of millions of DELL shares? Ibexx PS: For me, as long as IJ executes and delivers, I don't need him to hold my hands.

To: Jill who wrote (65775)	2/1/2000 11:18:00 PM
From: SpudFarmer	Respond to of 152472

If I may add a few sense here? Jill, I agree, although I can't make the wonderful analogy (butterfly wings) that you did. Couldn't touch it. But... 1. Is it the responsibility of the CEO to do this? Do shareholders now expect the CEO to bouy or crater a stock? This is a sincere Q-uestion that I'd really like to know the answer to. I believe that in particular, Dr. Jacobs is responsible to run the company in a manner which maximizes share holder value. In this case, developing and promoting the growth of CDMA in a leadership role. Manipulation is not only illegal, but futile. I think he knows this. (The futility part) 2. The market controls the price. Supply and demand. Nothing more, nothing less. Now, if the market chooses to violently react to every little word out of kilter (perception an elusive item), then we are at its' mercy.(Which we are if we choose to stay in) I was ready to cry mercy a little while ago. 3. I'm rambling because I haven't posted anything in several days, and am catching up. Hee, hee, hee... Sorry gang. How about some tea? Fortune cookie to go with? China is Kung Pau (pronounced POW!) to CDMA. Those who choose to sell in the last few days lost sight of this, or never knew (or cared) anything about it. (Excluding those who HAD to sell) Is it "fleas off the dog"? Is it "dead money"? Maybe the 'dog' is going to run off with your 'money'. : ) I hope not. Good luck to all tomorrow. Can't wait for a killer day. Remember, confusion is a predators best friend. I hope no one here gets eaten up. Q rocks, just a matter of time...