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


To: Boplicity who wrote (67149)2/16/2000 11:31:00 PM
From: Ruffian  Read Replies (4) | Respond to of 152472
 
<Investors like to be surprised in a positive way, with QCOM we just got a negative
surprise, add that to the fact that QCOM has already shot the wad if you well. Meaning
what more are they going to do near term? That's why I have said it will take to the end
of this year for things to become clearer. It's the story that matters for QCOM, that stock
can't live on earnings alone, it's not time for that especially with the market cap it has. No
news no movement. Later this year, HDR, China, Wireless Knowledge and 3G etc etc
will all be much more clear then they are now. The real tell in all this is the now China
with all those possible future CDMA users is under the pen and a done deal, yet the stock
is dropping.. Another tell will be the analyst meeting, could be much to do about nothing,
then we have the investor meeting, if we get nothing QCOM becomes DELL like!! >

I think the one you "didn't" mention will be the one announced tomorrow, jmho.

Ruff



To: Boplicity who wrote (67149)2/16/2000 11:31:00 PM
From: A. Robbins  Respond to of 152472
 
SO YOU ARE OUT OF QUALCOM?



To: Boplicity who wrote (67149)2/17/2000 1:15:00 AM
From: Ed Forrest  Read Replies (1) | Respond to of 152472
 
<<if we get nothing QCOM becomes DELL like!!>>

Greg
You were buying DELL last week,have you flipped it?
Ed