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

To: John Dough who wrote (74001)	6/15/2000 4:29:00 PM
From: Ruffian	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: John Dough who wrote (74001)	6/15/2000 4:41:00 PM
From: Ibexx	Respond to of 152472

Mark, I totally agree with you. It's best not to get tangled up with WS crooks who have private agendas. Besides, Q would be outnumbered. For years, Intel was getting the same treatment from Merrill's analyst Tom Kurlak until a year ago when - after enough outcry from everywhere - Tom was finally put out by ML into greener pastures and INTC's volatility has since been greatly reduced. Always stay away from rabid dogs - my dad was right. Ibexx

To: John Dough who wrote (74001)	6/15/2000 7:54:00 PM
From: y2kate	Read Replies (1) \| Respond to of 152472

A statement about blowing away estimates this quarter sounds good to me. Why on earth not?! How about a press release- stating that QCOM will meet or exceed estimates- and a clarification of the situation going forward with respect to G*, etc. They should never have allowed themselves to be put on the defensive with respect to that situation anyway. They have been on the defensive all year! I am losing confidence in management's ability to deal with Wall Street. They are allowing their message to be obscured, FUDDED, twisted, leaving the stock (and us) twisting in the wind.