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

To: waverider who wrote (94511)	2/23/2001 8:25:24 PM
From: jazzcat2000	Read Replies (1) \| Respond to of 152472

Rick,I think and hope that we've seen the end of the thrashing for awhile. How many days can you remember in recent memory when Q got two upgrades to strong buys and a strong statement from Q IR trying to counter todays fluff. I know you're not suggesting it, but I can't see how Q warns any time soon with all of the very positive statements they've made from the earnings date up through today. I think they're locked in for at least the next two quarters. Next Wednesday's meeting should be enlightening. Regards, Don

To: waverider who wrote (94511)	2/23/2001 9:51:38 PM
From: qwave	Read Replies (1) \| Respond to of 152472

Diamond, No icing off the cake. Remember we have the shareholders meeting on Tuesday and the analyst meeting on Wednesday. This is a positive in my book. People are not going to sell out if they anticipate a pop on continued good news from either meeting. I say we are 70+ by market close Tuesday.

To: waverider who wrote (94511)	2/24/2001 10:18:45 AM
From: surfbaron	Read Replies (1) \| Respond to of 152472

Diamond: Regards your advanced "woodshed" theory, as in all the other techs have been therefore Q will also and is in denial. What evidence do we have that CDMA related sales are slow, as opposed to the pc/internet related industries with their JIT/ERP/Customer Resource MGMT Foo Foo should have recognized a slump. I know firsthand Verizon had a tremendous last quarter, as did Sprint, at the same time the pc market went south. Is your thinking based on the idea that PC sales are the first to slow then cell phones follow? I agree It's been amazing to watch the smartest people in the world running these hi-tech widget makers not see the slow down. But I just don't see the slowing of phones in Qualcomms sphere.