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

To: Art Bechhoefer who wrote (139898)	11/2/2005 11:08:20 AM
From: Neeka	Respond to of 152472

If there is a parallel here, it means that QCOM could be expected to perform no better than the overall market for the next couple of years--and that is really something to worry about. I have been letting this stock ride since early '99 and I haven't been worried. Can't see a reason to start now. Not being fully aware of the terms of agreement between QUALCOMM and principle parties to contracts handicaps my ability to judge the risk, but at this point I'm not going to cut and run. I'm am looking forward to getting more information through the conference call. Edit: I think one of the things that has allot of people nervous is the perceived prediliction of the EU court to favor one party over another. A good comparison would be having Ronny Earle preside as judge over the trial of Tom Delay.

To: Art Bechhoefer who wrote (139898)	11/2/2005 11:11:36 AM
From: Jim Mullens	Read Replies (2) \| Respond to of 152472

Art / all, Re: EU Complaint - Impact on QCOM share appreciation and>> “. If there is a parallel here (ERICY action), it means that QCOM could be expected to perform no better than the overall market for the next couple of years--and that is really something to worry about.” Exactly, and although some Q investors apparently minimize such (NOK6 action as “its just business”), my concern is over the impact of this “merit less” action on QCOM’s share price over the next year or two as yet another “wall of worry” has to be overcome. I agree that despite this action, Qualcomm’s earnings should expand robustly as 3GSM (WCDMA/UMTS) ramps and QCOM’s share price should follow the EPS growth * to some degree*. However, with the “cloud” of the EU’s response hovering above, I suspect the PE multiple will not expand as it otherwise would. IMO, the above was one of the prime motivating factors considered by the NOK6 in their action. Not to worry QCOM investors, “its just business”!!

To: Art Bechhoefer who wrote (139898)	11/21/2005 11:21:56 AM
From: limtex	Respond to of 152472

Red Giant - ala INTC - MSFT CSCO etc keeps banging up against a ceiling. Best, L