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

To: Boplicity who wrote (73891)	6/14/2000 8:45:00 PM
From: cfoe	Read Replies (2) \| Respond to of 152472

Greg - It is interesting that all we hear is the "bad" news from the analysts who make the news. No mention of QCOM saying that ASIC shipments in Q3 would exceed Q1. No questions, comments, predictions as to how much? None of the same regarding how much royalties would grow, since they are somewhat tied to ASIC shipments. Yes, if G* was all there is, I would be worried tonight. But it is a very small part of the QCOM money machine. BTW, did anyone notice that in a rather "weak" Q2-00, QCOM generated $250MM in operating cash flow. Hmmm, if they do better than Q2 in Q3 (pretty much assured since Q2 ASIC sales were 22% less than Q1 and Q3 will beat Q1), I wonder how much cash they will pull in?