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

To: William who wrote (10088)	4/21/1998 5:36:00 PM
From: dougjn	Read Replies (1) \| Respond to of 152472

Good point re: the $18 million. Its called pulling some earnings out of that cubbyhole you stored them in for a rainy day. The real issue is going forward. I.Jacobs indicated in release that ramping of revenues sequentially should now resume. That's a biggy. Teething problems with the QCP. Connectors. Quick replacement policy, apparently. We've hear precursors of that from Maurice and others, no? Point is getting it behind them fast. Holding of on the higher priced Q phone until a dual band is available makes heaps of sense and is a short term issue only. (Dual band being perhaps THE most important quality issue,since you're gonna want go everywhere national roaming first and formost.) Actually, until Q has that they aren't really BETTER from a high end consumer's overall point of view, I think, than owning a StarTac AMPs phone. At least if the dude does lots of plane travel. As many StarTac type customers would, I should think. Looks back on track to me. Also, I smell better infrastructure margins, though we'll have to wait until the conf call playback to get their English on that one. (Unlikely to fully answer, judging by past responses). Stock's going up. Doug