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

To: engineer who wrote (7127)	1/15/1998 10:40:00 AM
From: pass pass	Read Replies (1) \| Respond to of 152472

telco related companies get downgraded mentioned in CNBC, Lu and Tlab. Does anyone know what's going on with ADCT? Huge volume, down 8. I'll get some if it gets to $20/share.

To: engineer who wrote (7127)	1/15/1998 1:38:00 PM
From: SKIP PAUL	Read Replies (1) \| Respond to of 152472

This morning Mark Cabi of Deutche Morgan Grenfell reiterated his hold rating on the stock. He is at the low end of estimates at 41 cents for current qtr. For some reason he has been negative on the stock for a long time. I did not find his arguments persuasive. One of the main arguments he puts forth is that the company has not been at par in margins with its competitors. IMO the low margins are due to startup costs and aggressiveness of the company to establish itself as a major player and in time margins will catchup with the industry. BTW, earnings due after close on Jan 20. Live conference 5.30pm EST. phone # 212-896-6094 conf # 3388757. tape 800-633-8284 conf # 3388757