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

To: Webster who wrote (66567)	2/12/2000 1:38:00 PM
From: Wyätt Gwyön	Respond to of 152472

Webster, thanks for the intelligent examination of the op. ex. issue. You have given concrete detail to the nebulous hunch I had in my head.

To: Webster who wrote (66567)	2/12/2000 1:43:00 PM
From: 16yearcycle	Respond to of 152472

Thanks, Webster. After sitting in on Q's presentation at the Montgomery meeting, I can't imagine Q will disappoint this quarter. I would guess that they will slightly beat, and raise the bar for the next quarter. They as much as said we will see orders coming out of China within weeks and some deals in Europe in the first half. I think the meeting on the 17th may be about an acquisition to bring Q gsm/cdma capability. I am not a tech person, an have been told this is incredibly difficult, but Q was sure talking about it. I think the quarter is already in the bag, frankly.