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To: Dealer who wrote (12342)4/12/2000 1:23:00 AM
From: aek2000  Read Replies (1) | Respond to of 35685
 
MOT announced profit margins were not so good anymore
i sense very big competition that will be good for Qualcom
even if MOT, NOK, ERICY someday beat themselves up, the comptition should be good for Qualcom

that Ericson news last week seems like they pushing CDMA later on, not right away

i bought a cell phone only 18 months ago, a Nokia model
i threw it away and bought a QUlacom from Sprint
it is much better

Qualcom will be good to benifit from all this competition
MOT went down a lot today
ERICY and NOK never were up even one full point today
QCOM was up 5 this afternoon at one time

i dont see how Nichols can deny some people or mutual funs bought QCOM with MOT money
sounds good to me
aek



To: Dealer who wrote (12342)4/12/2000 1:28:00 AM
From: Dr. David Gleitman  Read Replies (1) | Respond to of 35685
 
Using a sprint phone (Yes, powered by QCOM). Great phone. Love that rotary thing (whin in doubt, call it a thing!). I'll feel alot better after we get through with this "correction". My car lease is up and after spending 3 years on a managed care austerity leasing program going from a 3 Q45's to a Subaru (although, I must admit, that I did like the awd component). I decided that I wanted to treat myself to car that I could enjoy (it's a guy thing, although there are a number of women who are autophiles (and yes, yuo can get arrested for that). I was debating between an Audi S4, Audi A6 2.7 and an Accura CL type S with Navigation (more gadgets gismos, screens and buttons to push (another "guy" thing). Women may have the shopping gene. Men have the Gadget gene.

After the past week, I think I'm going to end up leasing a skateboard...

Commmonnnn NAZZZZDDDEEECCCKKKKKK!!!!!!

David



To: Dealer who wrote (12342)4/12/2000 1:29:00 AM
From: techguerrilla  Read Replies (1) | Respond to of 35685
 
My $.02 on QCOM's earnings

The reactions to earnings announcements generally lately has been lukewarm, even when a company "beats the street" or "beats the whisper number." Damn, those expressions are so annoying.

What crushed MOT was its comments in the CC concerning "the future."

Comments like the "slump" word in January put QCOM into a three-month "funk." THAT'S NOT GOING TO HAPPEN THIS TIME. Quite simply, Qualcomm has seriously altered its corporate direction since the Kyocera sale. That redirection has been a work of art for me to follow. Its attempts to pattern its corporate vision along the "Intel model" have been stunning.

Not that Time Magazine is a great economics publication or anything, but when it listed the four tech "blue chip" stocks this week in its article about last Tuesday's hideous happenings, it listed Cisco, Intel, Oracle, and Qualcomm. That's serious company.

Let the "run to earnings" begin some time Wednesday afternoon. I don't foresee a serious pullback in response to the earnings announcement next Tuesday. Why? Because I anticipate a stellar conference call.

John