Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (21851)	6/7/2000 11:30:00 PM
From: Keith Feral	Read Replies (1) \| Respond to of 35685

I love it when a plan comes together. I thought we would see the rest of the Chinese licenses announced at the CDG conference next week. Ahh shucks!! I think we are going to see some remarkable news flow out of the conference next week to sustain a nice rally in QCOM. From an EPS perspective, I think the $$ from these licenses will take care of any near term visibility for the June and September quarters. I am surprised we haven't seen any news about the Hornet or other PC related products. With 1X and HDR awaiting commercial deployment, some of the box makers are going to have to take a shot at HDR cards in their boxes. Who in the world is going to want a dial up modem in 6 months when they can get 2.4 MBPS from their wireless modems? After the big EPS improvement from the sale of the infrastructure unit last year to ERICY, this is the first time that I sense real revenue momentum developing for the Q.