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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: shamsaee who wrote (26969)	6/28/2000 8:37:00 AM
From: gdichaz	Read Replies (2) \| Respond to of 54805

shamsaee: The announcement on Korea chipset shipments is consistent with the "style" of Qualcomm management. If there is a potential problem or downside, that is put out up front. Note that the CFO said earlier that Qualcomm would look carefully at the implications of the ban. It has now done so and here is what they see as of now. The Qualcomm approach is a very conservative one. That may not sit well with those used to management hype, but don't expect Dr J to change. He has followed this approach for years and the last example was the statement about the "slump" in the Jan to Mar quarter. Difficult if you are trading, but the foundation stays solid. Best. Cha2