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

To: Jeff Vayda who wrote (10181)	4/22/1998 12:51:00 PM
From: dougjn	Respond to of 152472

I think the Street thinks the jury is out on their ability to run a tight tel equipment MANUFACTURING shop. I like you tend to give them more credit. Doug

To: Jeff Vayda who wrote (10181)	4/22/1998 1:38:00 PM
From: gdichaz	Respond to of 152472

The "analysts" bought the Q management low ball pitch, hook, line and sinker. (Bad mixture of stuff - but oh well) Two guys even said that they couldn't understand a "flat" 3rd with all this good stuff on the way but we told to cool it - lots of potential probs (vs lots of potential upside). A choice by management IMO to follow the MSFT game - the masters at this - cut estimates. No one knows of course what 3rd qtr will bring but with this the Q is protected. What we do know is that from the 4 th quarter on, the only real world direction is up - the only question is the slant of the upward trend. Smart IMO. Wool pulled over eyes of the "analysts" and importantly - IT WORKED ! Joy. For fencesitters, this is it. By summer, the only "buying opportunities" will be at higher prices and rare. My fearless prediction based on zero track record. :-) Onward and upward - not stock price (always irrational in short term) - real world substance. Chaz