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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: walterenergy who wrote (22900)	5/23/2002 10:27:33 AM
From: limtex	Respond to of 196827

symb - The amazing thing about yesterday is that try as they might they couldn't find anything mniserable to be able to slag off the Q. No debt, revenues in the bag, inventory under control and indeed orders building up, possiblity that the revenues will take off vertically in a couple of years if the Europenas stop cutting their nose to spite their face but even if they don't the numbers are still great. How many other companies have that great an outlook. I'd like to know. They should tell us. Best, L

To: walterenergy who wrote (22900)	5/23/2002 11:00:19 AM
From: waitwatchwander	Respond to of 196827

Who is the "We" that was underwhelmed by yesterday's emcompassing presentation. They sure got an interesting price target. The Q will outperform all the way to $38 and then what ??? nf

To: walterenergy who wrote (22900)	5/23/2002 11:19:33 AM
From: kech	Read Replies (1) \| Respond to of 196827

Symboltech - Which house was this from? The following sounds like really big news, unless Sprint is just ordering the phones with BREW to maintain the option, even though they have no plans to use it as of yet. Verizon announced an all you can eat bucket plan for data services, which we believe should be well received by consumers given attractive services are introduced. Sprint PCS announced that its cdma1xRTT network will be launched in August 2002. We believe both carriers are close to moving to the purchase of only cdma1xRTT handsets with embedded BREW, which puts the pressure on suppliers such as Nokia (^#), which currently does not have plans to adopt BREW on its cdma1xRTT handset platform.

To: walterenergy who wrote (22900)	5/24/2002 3:49:39 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 196827

No doubt the views expressed in your report of the analyst meeting were held by many who attended the meeting. But others with whom I spoke were far more optimistic. I'll have some more details later on, but for the moment my overall view is that the details of what QCOM is doing in each of its businesses are the key to a much, much larger earnings growth, notwithstanding the current guidance. About 300 people attended the meeting, which went on the better part of five hours, with a short break for lunch. The materials exhibited were done very professionally. They provided a CD of the key parts of the presentation for each attendee. Most of the 300 people attending were on the young side (typically between 25 and 40). I doubt that there were more than a half dozen above 60, and I may have been older than anyone else there, except for Irwin himself. The demonstrations of new features in the handsets were intriguing, especially the improved sound quality in the 6000 series chips, the ability to display video and several examples of BREW enabled software in use in Japan and elsewhere in Asia. The ease of taking BREW applications and modifying them for a particular market was truly astounding. I don't think many people are zeroing in on the impact of these BREW applications, and the cashflow generated both for the software designer and for QUALCOMM itself, based on total usage minutes. Seeing actual demonstrations should have impressed a lot of the analysts, but, given the price of the shares subsequent to the meeting, I doubt that many looked farther than the immediate guidance given by QCOM. Art