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To: Jacob Snyder who wrote (86546)3/27/2001 8:28:51 PM
From: marginmike  Respond to of 436258
 
I just think that Q cant escape slowing macro conditions. When they announce in April they will say something conservitive about guidence because they have diminished field view like everyone else. CHINA,3G etc wont help till Q4 so I am worried about another SLUMP comment to finnish Q's correction. I admit I have been a litlle bi-polar on Q, but I havnt a clue in this abortion of a market. Remember GSTRF wont contribute, Omnitracs is slowing fast, and Liscencing is a wildcard. The core biz is OK, but Qcom could still get dragged down to high 30's low 40's. I wouldnt bet it either way until a clear trend is shown.