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

To: bananawind who wrote (10174)	4/22/1998 11:53:00 AM
From: dougjn	Read Replies (1) \| Respond to of 152472

I read the ML report and actually thought it was pretty fair. I hadn't focused on the one time tax issue last night (missed the presentation, only heard most questions). If Q had only had the Korean hit, diminished from earlier worst concerns, and had not had any significant manuf. execution concerns, with margins there improving again, as they did last quarter, the stock would be running. The manufacturing issues are real. Jury is out, seems to me, either way. Visibility is a bit poor right now. Not for CDMA, or Qcom as an IP creator. But for qcom as a telecom equipment manufacturer. No? Doug