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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: $Mogul who wrote (8662)	4/14/2000 6:48:00 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 13582

Nice trade. Didja close?

To: $Mogul who wrote (8662)	4/16/2000 11:07:00 AM
From: limtex	Read Replies (3) \| Respond to of 13582

$Mogul - Earnings. Why do you think they will be good. They warned during the last CC, used the expression "sort of slump". Even if they were good, lets say as good as for instance SUNW.... so what? What good will it do to the stock price? Analysts and comentators will pick right up on anything remotely negative and now whats all this about Q bidding for something that we all thought it didn't make any difference if it got or not namely W-CDMA. Wasn't that what LWIN used to do and was spun off to go do it independently and concentrate on it? Now look at the bid levels that have been reached in the British 3-G auction....$30bn for the licenses alone. If the Japanese catch on to that so they can raise some revenue for their Government then Q may have to pay $zillions to get a piece or emabarrasingly pull out as WCOM have done in Britain this week. IJ is no doubt brilliant but this needs just a little massaging at this sensitive time. I think it would go down a lot better when he explains the reasoning behind this otherwise some analysts is going to say something not nice and Q will gap down $40 - $50. Best regards, L