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

To: Ramsey Su who wrote (9864)4/16/1998 9:33:00 AM
From: bananawind  Read Replies (2) | Respond to of 152472
 
Ramsey,

Based only on what I have read, Korea looks like it is well on its way to recovery. And everyone in Japan appears to gearing up to sell a heck of a lot of cdmaOne phones. Add in Mexico, Brazil, China trial systems going commercial, continued US rollouts, WLL in various locations, Globalstar gateways and subscriber units, and the likelihood that infrastructure will turn profitable, and I guess you could say there are a few good quarters yet to come <g>. But what I'm really looking forward to, and now feel is inevitable, is the announcement of a big, fat, royalty bearing license agreement with the Scandinavians, followed by a European operator announcing the first cdma-gsm overlay contract. Those who think they can time entries and exits from QCOM had better have their broker on speed dial when that day comes! -JLF



To: Ramsey Su who wrote (9864)4/17/1998 2:49:00 PM
From: dougjn  Read Replies (1) | Respond to of 152472
 
Ramsey, on the theory that market is gonna be looking at least six months ahead, and with Korea perhaps looking to be turning around even in the real economy before long, it seemed to me about time to plunge back in.

Whatever the damage is this quarter, I hoping for a pretty good call. Although I imagine management will not want to be seen to promise too much.

Guess that means the stock will tank on Weds. <g>

Doug


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