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

To: Ruffian who wrote (12092)	6/12/2000 1:57:00 PM
From: Jon Koplik	Read Replies (1) \| Respond to of 13582

Bro - can you do this (Marc H. Gerstein) thing in "fixed font" ? Jon. eom.

To: Ruffian who wrote (12092)	6/12/2000 2:50:00 PM
From: cfoe	Respond to of 13582

Outstanding financial analysis of QCOM. Author may be slightly off on some of the technology stuff, but he does a great job of getting underneath QCOM's numbers. Wait until Q3-00 numbers come out and visibility for Q4 becomes clearer. IMHO they will reinforce what Gerstein is saying. One thing Gerstain did not address is operating cash flow. in Q2, a not great quarter, operating cash flow was $250MM. It will be at least this (I expect substantially more) for Q3, and even more for Q4. We are talking about a run rate well in excess of $1B a year in operating cash flow! The market and in particular some well-known analysts just does not get it.