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

To: y2kate who wrote (73995)	6/15/2000 4:13:00 PM
From: foundation	Respond to of 152472

y2kate - Part of being comfortable with QCOM is having confidence in management. If you haven't, it will be hard. regards, blg

To: y2kate who wrote (73995)	6/15/2000 4:21:00 PM
From: Skeeter Bug	Read Replies (3) \| Respond to of 152472

to all: qcom is not in business to manage the marginal emotions of its investors. well, not most of the time ;-) anyway, this is how the market works. if qcom is so absurdly undervalued due to false pretenses then YOU HAVE AN OPPORTUNITY TO MAKE A WINDFALL. go make it... the market is the same as it ALWAYS has been.

To: y2kate who wrote (73995)	6/15/2000 4:24:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 152472

Oliensis 6/15/00 4:14 pm I just spoke w/ Nancy Morby at QCOM Investor Relations. She said that the CFO's comments during BS meeting was nothing more than an effort to give interested parties a sense of the relative size of GSTRF interest on QCOM's part. I.e. he was suggesting that even if the company were to fail (GSTRF)the total loss would only amount to about $.10 for '01. He was not giving guidance, just suggesting that the total GSTRF investment was just a small piece of the QCOM pie. Oliensis

To: y2kate who wrote (73995)	6/15/2000 4:28:00 PM
From: John Dough	Read Replies (3) \| Respond to of 152472

And why has this company allowed its stock to become a total puppet for the market manipulators? Kate, As far as the $.10 comment is concerned, that really should be cleared up, if Thornley really said that there would be a positive impact if Globalstar business picked up. However, what more can the company say to counteract statements by these analysts with an agenda, who dispense FUD by speculating on the impact of events that have not yet come to pass? Snyder's comments about China and Korea can neither be proven nor disproven, at this time. There is nothing more that Q management can say that will counteract this FUD, other than saying that they will blow away estimates this quarter. Even then, there will be uncertainty about the following quarter, until we've heard the earnings conference call in July. What kind of a statement would you like to see? Regards, Mark

To: y2kate who wrote (73995)	6/15/2000 4:38:00 PM
From: Boplicity	Respond to of 152472

ot ot ot They most likely have me on ignore by now. <g> I think SI should post the numbers on the most ignored people like the used to with bookmarks. <g> Greg

To: y2kate who wrote (73995)	6/15/2000 11:30:00 PM
From: waverider	Respond to of 152472

That post was from an infrequent poster on the Rocket thread. It was apparently an email sent by his/her broker at SSM. He came back later to post that fact again. True or not, this just adds one more bit of confusion to the whole picture. The following is a summary of a conversation a Raging Bull poster had with Nancy at IR today. It clarifies quite a bit. I can't believe I can still find money in my accounts to buy more Q, but I did today...again. These buying opportunities are becoming rather boring... <H> -------------------- By: steter Reply To: None Thursday, 15 Jun 2000 at 3:48 PM EDT Post # of 48426 Nancy Morby-Senior Manager- QCOM IR- was kind enough to spend a great deal of time with me on the phone, she said I could repeat what we spoke about as long as I was accurate so here it is: In regards to H&Q: Ed Snyder has never been on the Q bandwagon so we know his feeling about the company. In reference to his comments today, she said they think they are way off base and think it is very very sad what he did. She also said that there are Bears and Bulls even in the analyst ranks and both H$Q and Bear Stearns are Bears. In regards to yesterday's Bear Stearns Conference: They spoke once again with Mr. Thornley this morning and he reiterated that in no way did he give any earnings guidance. He was simply going over the potential rewards and risks associated withe the GSTRF situation. They have not, I repeat, not issued any new earnings updates for the remainder of FY2000 and are comfortable with analysts estimates. In regards to this quarter, the estimates are between .27 and .29, they are comfortable with those. Today they actually reviewed each analysts estimates to ensure they were comfortable with them. Nancy also stated that Wall Street know the game that some analysts play, and why they do what they do. Most of the inquiries QCOM is getting is coming from new investors that don't know the real truth about what is going on. Nancy stated that QCOM's management does not go forward with blinder's on and realizes that it can't always be perfect and with clear sailing. She said that this is especially when you are taking a product global, you are dealing with Govt. issues, policies, politics, cultures, etc. In regards to adaptation of CDMA worldwide: Nancy stated that CDMA growth rate kills GSM, but GSM has been around forever. When I told her that our impression of what we have been hearing is that 3g GSM will become WCDMA she agreed, said this was great news for QCOM, and confirmed taht they will get royalites on all forms of CDMA, including WCDMA. I asked her if they were sure of this and she said, yes we are.... In regards to China: China is stil on, our new agreements announced last week should be proof. Why would we want to go ahead and transfer our technology over to them if they we not going forward with CDMA.. Why would we have signed licensing agreements last week with network manufacturers and phone manufacturers. In regards to all the bad press she said: It started when CNBC announced that the U.S. granting PNTR to China would not be good for QCOM and to that they put I.J. on CNBC. Then CNBC said QCOM was not going to be used by China Unicom so they put out the press release last Thursday or Friday saying they would be used. Bottom line, China still on, but there will always be issues. The third thing that upset them is now people saying that QCOM gave downgraded earnings guidance yesterday, which is absolutely not true. In regards to IDCC: The last time Dr. J. was asked this he said something to the tune that there is nothing we see they have that would add any value for us. When I asked her to comment on the stuff we constantly hear about IDCC claiming to have IPR rights on WCDMA she confirmed that QCM will get royalties on WCDMA...period... She also brought up today's announcement between LU and Verizon, who today signed a letter of intent on a 1.5 billion deal, she says this is great news for QCOM, it will be 3GCDMA as in CDMA20001X. Nancy's other comments were mostly about the fact that the people in the know don't worry about the day to day, but the long haul. She said nothing has changed at QCOM and the future is extremely bright in their opinion. She said, name another company with 2billion in assets and virtually no debt. For new investors wanting to learn more about QCOM, Nancy said they have recently updated their website. If you go to IR and click on Press Releases, you can put in a keyword in the search section. You can either use a product like HDR or CDMA or put in China or Korea or whatever and you will get all the Press Releases for that item. Great way for new investors to do DD. She also said for people to listen to what the company says more than others, as they will always be truthful. In closing I thanked her for her time and told her that one of the reasons we love QCOM is for the down to earth, honest, and not overly optomistic but realistic management. She remains very bullish on the company. Hope it helps!!! Stay long and prosper..