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


To: qdog who wrote (10137)4/22/1998 8:09:00 AM
From: Jeff Vayda  Respond to of 152472
 
Qdog, did not intend to offend. The news release was sickly sweet. I am still brushing my teeth trying to get the taste out of my mouth!

Q* reports better than analysts expect. The real question is whether the results were better than management expected or (more importantly) planned? They played a trump card in bringing the fees forward. Are they planning the announcement for next quarter?

I have been impressed with the technology. Now I am a believer in management's ability to play the street as well. Surfer Mike picks management. I'll take that one step further and pick management that knows the world will buy the best mouse trap so long as you dont rub their faces in it. (Both that it is an American mouse trap and that yours is better than theirs) My concerns have been addressed by this management and looks like time to increase the my holdings as a vote of confidence.

Jeff Vayda