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

To: vc21 who wrote (96166)	3/26/2001 11:27:08 AM
From: seahorse	Respond to of 152472

Someone must want badly to keep the stock down while they accumulate.

To: vc21 who wrote (96166)	3/26/2001 11:27:59 AM
From: Labrador	Respond to of 152472

I'd be shocked if QCOM didn't meet expectations, given the strong comments by IJ in the recent past.

To: vc21 who wrote (96166)	3/26/2001 11:29:47 AM
From: marginmike	Read Replies (1) \| Respond to of 152472

You mean pre announce up?

To: vc21 who wrote (96166)	3/26/2001 2:17:53 PM
From: qwave	Read Replies (1) \| Respond to of 152472

2:13 ET BS Rumor Mill : Warren Buffet plans to make an investment of tens of millions of dollars in QCOM so that he and his bother, Jimmy, can retire to Margaritaville. Let the shorts take in the pants with this one. This should get the stock moving. Yahooooo......

To: vc21 who wrote (96166)	3/26/2001 3:59:13 PM
From: cfoe	Read Replies (2) \| Respond to of 152472

15:17 ET QUALCOMM (QCOM) 55 9/16 -3 3/8: -- Update -- Hearing from CIBC trading floor that they think QCOMs upcoming Q looks good (in response to earlier rumors of pre-announcing) but that they believe the next Q could be much more challenging; QCOM is the only name in the wireless group that has not preannouced and CIBC believes they are very suseptible (sic) to a downturn. Insight into today's price action? I expected this FUD to begin next week not this. Maybe they want to get some stock cheap before China news comes out (assuming it does). If we take QCOM management at its word and 90 million units ship in 2001, meaning about 90 million ASICs ship in QCOM's fiscal '01, and QCOM gets at least 80% of those ASIC sales, their Q3 will have strong ASIC revenues. So, if QCOM was going to be challenged in Q3, it would need to be in license fees and royalties. Subscriber gross adds and level of churn should be key, in Korea, Japan and U.S. Comments, thoughts?