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

To: marginmike who wrote (128819)	5/8/2003 3:52:27 PM
From: Jon Koplik	Read Replies (1) \| Respond to of 152472

Level II quotes on Qualcomm / INCA# -- who (or what) is "INCA #" ? I have started wasting part of my days lately watching Level II quotes on Qualcomm, and today noticed that INCA# seems to be selling, selling, selling almost continuously ... Jon.

To: marginmike who wrote (128819)	5/8/2003 4:24:40 PM
From: limtex	Respond to of 152472

mm - how good to hear from you. This is now the silly season until November. I would like to have confidence but my confidence level is now zero so far as Q is concerned. Where are all the goodies like Snaptrack, Brazil. W-CDMA OK so Europe screwed the US and prevented trade that is not their fault, the blame is in Washington who let them get away with it full frontal, hard core restriction of trade. Washington did squat. But where it is on sale W-CDMA is a commercial disaster. Japan and Hutchinson???????? Even Iraq could get more sales than that. And let no-one tell me that this isn't the shorts favourite. I have no idea why this stock with all its goodies should be so unifirmly slaged off but it is and thats that. And for all this not a word from them. Nothing. The insiders sales is dissapointing epsecially with the huge silence. $40... good luck. My guess is that it sees a number with a 2 on the front before it sees one with a four on the front!!!! WiFi is going to eat the mobile broadband lunch and Q and NOK and TI Samsung, Siemens and the rest of them are going to have less of a big lunch maybe not much lunch at all. Yes handset sales but no big arpu increases in fact the opposite and so lower handsets ASPs and good for consumers. Great story but took a bit too long. The slaggers have been right. we have chastized them but in the end they were right. Wait till next earnings imagine the suspense before and ni the middle of the Summer jeeeepers. And wait. This time there were great numbers and the stock collapsed ...imagine what happens if there is any sign the remotest sign a tiny smidgen of slowdown or less growth or inventory issues.....just imagine aaaarrrrrgh it'll be under $20 in flash. The build up to the next numbers is going to be horriffic. BWTFDIK you are usually right. Great to hear from you. Best, L