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

To: gdichaz who wrote (26970)	6/28/2000 8:54:00 AM
From: shamsaee	Read Replies (1) \| Respond to of 54805

I am not trading,I am contemplating one gorilla for more qcom.I can't make up my mind.I will probably just leave things as they are and go watch a movie.

To: gdichaz who wrote (26970)	6/28/2000 9:36:00 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

Cha2, Re: Qualcomm warning for Q4? It may not be, but it is likely it will be construed that way. Snyder a seer? July 19 to tell the story. We may get some inputs from Cena, Luke, Roberts over the next few days. << 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. ... 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. >> It is consistent. Better to warn than surprise. Sounds like we are a go for Q3. May have to scramble for Q4. There will be some uncertainty till w close the books. The numbers at stake, IMO, are SSB's (Cena). Q3 $0.27 Q4 $0.31 FY $1.10 *QUALCOMM Provides Update on Chipset Orders in South Korea* Excerpts: QUALCOMM Incorporated (Nasdaq: QCOM - news) today announced that, based on recent feedback from South Korean customers and operators, the Company may experience modestly lower order levels for its chipsets in the fourth quarter of fiscal 2000 due to an anticipated decrease in domestic South Korean phone sales related to the elimination of phone subsidies QUALCOMM does not expect these developments in South Korea to affect pro forma earnings in the third quarter of fiscal 2000. Third quarter earnings will be announced on July 19, 2000 at approximately 1:30 p.m. Pacific Standard Time. The Company expects to have and provide additional information on its expectations for the fourth quarter of fiscal 2000 at that time. Full Text: biz.yahoo.com - Eric -