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

To: Art Bechhoefer who wrote (110201)	1/4/2002 10:09:54 AM
From: Gypsy King	Read Replies (1) \| Respond to of 152472

10:04 ET Merrill Lynch on Wireless Group : Merrill Lynch cautious on wireless stocks, doesn't see them moving out of trading ranges any time soon. Q4 was tough, but that is widely known: subs may come in at lower end of range, growth is slowing, pricing is competitive, marketing costs are high, and economy is weak; previous factors may force consolidation in the industry. Firm expects wireless infrastructure mkt to decline over 5% in 2002, and the handset mkt shipments (sell-in) should grow 14% to 410 mln units

To: Art Bechhoefer who wrote (110201)	1/4/2002 10:10:00 AM
From: Robin Plunder	Respond to of 152472

Art, something isn't right, the Q has performed very poorly recently, and it most likely is not due to being misunderstood, more likely it is due to some problem that is not yet visible to us. A more tangible reason would be more problems at some of qcoms investments, eg Pegaso or Vesper, or problems with chip sales. Although, it is ironic that the wireless providers, eg lwin, have been relatively strong lately. Robin

To: Art Bechhoefer who wrote (110201)	1/4/2002 10:11:46 AM
From: limtex	Read Replies (2) \| Respond to of 152472

AB - There is a major rally underway. Shorts capitualting all over the place except one. Actaully it as go a lot worse today for the Q. The rally has been confirmed and is now in its third day but the Q is one of the few serious stocks that is falling on a day when tech is roaring. This can´t be for no reson. Esepcially as after dealy after delay this year NO MORE EXCUSES from the SPs 1X is going to go live in the US. It is a shame that Q lost the lead over GPRS but it is going to happen this year. So WHY with a full blown rally does this stock fall yet again. Best, L