Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: CDMQ who wrote (21425)	1/16/1999 10:39:00 AM
From: gdichaz	Read Replies (3) \| Respond to of 152472

Like wow ! Infrastructure success, partnership, or sale seems key. Who thinks what here? Also the article posted by CDMQ again shows that the greatest risk we face is a takeover of the Q. Pure tragedy to have come so far to have that happen in the near future. The article also reminds me that just because the Q earned 68 cents on an ongoing basis in the Sept quarter, while that is the base to work from OK, there is absolutely no reason to assume 68 cents for the December quarter even though that would be simply flat earning per share performance. Infrastructure is a negative wild card, and there are no doubt other wild cards - both negative and positive. Maurice points out (as have may studies) that rapid revenue growth is the key to the Q's performance, not net earnings per share. Yet the trend in earnings per share do affect the stock price in the short run. All this calls for close attention to the Q's conference call. And later, close attention to the Feb stockholders mtg. Chaz