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

To: Gregg Powers who wrote (12892)	7/24/1998 10:05:00 AM
From: Drew Williams	Read Replies (1) \| Respond to of 152472

So, Gregg, what do you really think? <g>

To: Gregg Powers who wrote (12892)	7/24/1998 6:20:00 PM
From: John Cuthbertson	Read Replies (1) \| Respond to of 152472

"It's astonishing, after all the previous focus on the Korean Won's devaluation, that nobody and I mean nobody, seems to be talking about the Won's recent strength." Gregg, Very true. I think it really demonstrates how short people's attention spans are. The decline was short and sharp, whereas the recovery has been relatively long and arduous, and the focus of interest meanwhile has shifted to Japan. Then too, our various news media tend to emphasize the negative over the positive. In addition, once the media get an idea--like "Korea is a baket case"--into their collective heads, they seldom go back to revisit the assumptions. "In my mind, the September quarter--not the June quarter--will be the seminal period for the Qualcomm faithful. In September investors--for the first time--will get a snapshot of the company's underlying profitability.... When this happens, the shorts, the lazy and the malicious will figuratively and literally get their heads handed to them. I, for one, plan to enjoy it immensely." I agree, and was also surprised by all the attention and the big reaction to this quarter's results. The only thing about the next quarter's earnings report is that with our luck, we will at that point be in the midst of a tech stock slaughter like the one at the same time in 1997. I actually think that there's a pretty good chance of that happening, unfortunately. ==John

To: Gregg Powers who wrote (12892)	7/25/1998 9:25:00 AM
From: GO*QCOM	Read Replies (4) \| Respond to of 152472

QUALCOMM plans to bid on TELEBRAS.QUALCOMM will tender offer for portion of TELEBRAS.The giant Brazilian phone concern will be split into twelve parts.Eight cellular companies are parts of the twelve being split up.QUALCOMM in the meantime is building a handset manufacturing facility in Brazil to handle the rush.There will no doubt be fierce competition as many other companies such as Bell South plan to bid as well.QUALCOMM according to this mornings San Diego Union Tribune plans to partner with other companies or a consortium to bid.QUALCOMM continues to spread CDMA to all parts of the American Continents to all our hearts content.Stay tuned as the excitement begins.

To: Gregg Powers who wrote (12892)	7/25/1998 10:35:00 AM
From: dougjn	Respond to of 152472

<<It's astonishing, after all the previous focus on the Korean Won's devaluation, that nobody and I mean nobody, seems to be talking about the Won's recent strength. >> exchange2000.com Your posts have been great Gregg. Have helped me keep the faith. Even if I did wait out the spring and much of the summer on the sidelines (in other stocks, like Tlab acquirees(and, dare I admit it, some Noka as well)), I sure was watching like a hawk. Sept. quarter does look interesting. Wonder how high the shares can go when that reports??? <gg> IMHO qcom looks a lot more interesting from here than Noka. While I felt the opposite in April - May. (Noka will continue to do well at the sweet spot in the GSM buildout, but its good news is mostly already in the stock. Qcom is just getting going.) <gg> Doug