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

To: FNS who wrote (96342)	3/29/2001 11:49:51 AM
From: GO*QCOM	Read Replies (2) \| Respond to of 152472

IMHO No.They are selling everything they can make.I also belive we are in the embryonic beginning of a CDMA device driven world.Modems,monitoring CDMA wireless transmission of all types of devices will keep new licensing fees rolling in for some time.The investors strategy should be accumulation like the big boys are doing behind the scenes.When the cash unleash occurs from the sidelines after the real market capitulation has fully occurred then we will see the real QCOM in all its glory.The other interesting possibility is the energy crunch spreading world wide to developed nations.CDMA systems run much more efficiently using less power and giving maximum capacity.GPRS systems suck huge power and suck with efficiency and capacity.

To: FNS who wrote (96342)	3/29/2001 7:44:07 PM
From: cfoe	Read Replies (2) \| Respond to of 152472

Any chance of QCOM warning??? Not for current quarter (ending tomorrow). Even CIBC, which lowered full year estimates (from $1.26 EPS to $1.20 EPS) said that they "are comfortable" with estimates for current quarter. They see strong licensing and chip revenue this quarter. problem in next two quarters for them is slowing licensing in current technology environment and less chip sales increase than what is implied in QCOM's current estimates. Thought stock reacted well today to both CIBC lowering of estimates and all the VOD-VZ FUD.