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

To: qveauriche who wrote (122626)	8/1/2002 4:19:53 PM
From: Dexter Lives On	Respond to of 152472

So now opinions are lies. That is rich. I guess you're one of those that has to learn the hard way... Message 17824819 Best of luck in any event! Rob I guess it's time to test the triple bottom - is that a strong chart formation? -g stockcharts.com

To: qveauriche who wrote (122626)	8/1/2002 4:46:17 PM
From: jackmore	Read Replies (1) \| Respond to of 152472

NOK also down over 6% today - were they downgraded too? The analysts seem to be using GSM growth projections as a bellwether for all of wireless, which, of course, has worked pretty well in the past. For them to believe Q's projections for CDMA, the analysts would have to concede that CDMA will gain market share over GSM. They aren't ready to do that. In addition, I think (but have no hard data) the GSM replacement market is hurting of late, while Q is claiming a healthy replacement market for CDMA. That's also a source of some of the disconnect imo. As positive as the CC was, Q did not really present a lot of evidence to support their claim for 80 to 85 million handsets for the CY. They said, as I recall, that they keyed off of royalty reports. But then conceded that they only have reports thru March. I know, Thornley talked thru this some, but it was not entirely watertight. Based on chip orders it's certainly a reasonable expectation imo, but many analysts have been scared into a negative mood. When in doubt, downgrade. It's a bear market. This is not fun. /jack

To: qveauriche who wrote (122626)	8/1/2002 11:29:54 PM
From: Dexter Lives On	Read Replies (3) \| Respond to of 152472

the next few months will be interesting and may determine whether I stay long on the stock. If mgmt is wrong, I'll be surprised. I just can't imagine a company would be unrealistically optimistic about its prospects in this environment. By the time you find out management is wrong, it'll be too late to respond from a price point of view. Just look at PCS and VZ price charts - they tell you all you need to know. 1X is a failure. jmho. Rob BTW I doubt Yeats intended his prose to be used as a prop for greed in the marketplace (while it's an interesting choice, it is a true perversion to use a poem this way - so you think all the truth is out? take an objective look around!), but hey, if it makes you feel better that is kind of the point of poetry... To a Friend Whose Work Has Come to Nothing Now all the truth is out, Be secret and take defeat From any brazen throat, For how can you compete, Being honour bred, with one Who, were it proved he lies, Were neither shamed in his own Nor in his neighbours' eyes? Bred to a harder thing Than Triumph, turn away And like a laughing string Whereon mad fingers play Amid a place of stone, Be secret and exult, Because of all things known That is most difficult. ugcs.caltech.edu