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

To: JGoren who wrote (12415)	6/16/2000 12:09:00 PM
From: cfoe	Read Replies (1) \| Respond to of 13582

Thornley foolishly said the co. didn't know Korea impact and was evaluating, thus leaving it uncertain What else could Thornley have said? "It is only two weeks into it and we know there will not be any problem."??? I would like to know how the analyst's report was "more positive" than the spin. For example, does the report discuss upside to ASIC shipments in this quarter? Does he state that the whole reason for the move by the Korean gov't was to have more phones available for export to generate foreign reserves and that Samsung's phones are "sold out" in US. I could go on, so it's hard for me to believe it was "more positive" or even balanced. Best....