Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ramsey Su who wrote (5083)	10/29/1997 8:23:00 PM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 152472

Misc recent articles from San Diego Tribune: A lttle cut and paste here, but you can search the website on your own. I bought a little at 58 today, what the heck. Caxton Qualcomm President Harvey White said the wireless phones maker sees Asia as an important market, but he doesn't see the region's current market static affecting the company's prospects. "It's really early to postulate on how it will all come out," said White. "(But) there certainly could be individual deals that get delayed because of this." Still, executives at Qualcomm, ComStream, Solectek Corp. and other local telecom companies said the underlying need for telecommunications in Asia as so acute that major purchases are likely to continue. Asian woes may have big impact here uniontrib.com ------------------------------------------------------------------------ DON BAUDER Don Bauder's e-mail address is don.bauder@uniontrib.com 28-Oct-1997 Tuesday DON BAUDER 26-Oct-1997 Sunday Stock of telecommunications ace Qualcomm can double in the next three to five years, said George I.H. Rho of Value Line, who believes the company can earn $2.20 a share next year, double the current year's estimate. Sprint soon will receive $50 million worth of Qualcomm's sleek "Q" phones,and a Korean company has placed a $60 million order. "Qualcomm's handsets are several months ahead of the competition," said Rho, noting the company also gets large royalty revenues from usage of its code division multiple access technology. Earnings per share could grow at 25 percent a year between the years 2000 and 2002, the analyst said. The stock "looks good for the long haul," but can be volatile, Rho said. The stock gets an average (3) for both timeliness and safety. Qualcomm exec gets industry post 10/23 Qualcomm Inc. executive John Major has been elected 1998 chairman of the Electronic Industries Association, a Virginia-based trade group. Major, who was an EIA co-vice chairman, is an executive vice president at Qualcomm and is president of the company's wireless infrastructure equipment group. Major also is on the board of the Telecommunications Industry Association, another trade group. Cubic unit picks Eudora Pro San Diego-based Cubic Corp. said its VideoComm Inc. unit signed an agreement with Qualcomm Inc. of San Diego. The deal allows Cubic to include Qualcomm's Eudora Pro e-mail program in its own CVideo-Mail program. CVideo-Mail allows computer users to send and receive audio and video messages by e-mail. Cubic's business is focused on military training technology and mass transit fare collection equipment.

To: Ramsey Su who wrote (5083)	10/30/1997 11:58:00 AM
From: dougjn	Read Replies (1) \| Respond to of 152472

Ramsey,anyone else. What impact East Asia? considering buying more Qcom here for LT,but trying to figure if good near term point to further enter. Qcom is staying down today more than some things I think cause of East Asian exposure issues. Anyone have a sense as to how signif. that is? They do get a lot of royalty rev. from korean, Hong Kong, etc. don't they? Or is that the past. I know a lot of the new juice is in the US handset market.... But they also do infrastructure build outs in East Asia still don't they? I'm sure that two years from now it will be a strong plus from now, and maybe one year looking forward. And maybe two months from now it won't seem as though actual bus slowdowns in the Asia tigers will be that significant, despite market/currency losses. Maybe. But there's gonna be continuing worry. Any sense of Qcom's exposure. It would seem fairly signicant, no? Regards, Doug