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: Gregg Powers who wrote (21714)	1/20/1999 6:01:00 PM
From: biostruggle	Read Replies (1) \| Respond to of 152472

Thanks Greg. Looks like there maybe some major stock appreciation in the near future.

To: Gregg Powers who wrote (21714)	1/20/1999 6:24:00 PM
From: Jon Koplik	Respond to of 152472

Attention all db's (second word is "bag") (yes, I mean you, all you so-called "analysts") -- if you want to know what actually happened during the Qualcomm conference call : throw out your notes, and read Gregg's post # 21714. (Beats working ...) Jon.

To: Gregg Powers who wrote (21714)	1/20/1999 6:55:00 PM
From: DaveMG	Read Replies (4) \| Respond to of 152472

Gregg...That was one damned interesting post. Either you know something which the rest of us don't or you're doing some pretty creative tea leaf reading. I guess I have to suppose it's the latter because I presume you'd be keeping quiet if you were "in the know". I've been wondering how ERICY would be able to concede convergence without losing face. I'd imagine this idea of yours would solve that problem. They'd of picked up a pretty good partner out of the haggling. But could QCOM stomach such a relationship? And one hears all the time about how bad the new Ericcson managment is. Would Q really be forced into a JV with ERICY instead of Nokia for example, assuming Nokia was willing of course. Isn't it possible that the weight of the convergence oriented operator community would suffice to force ERICY to eat crow? Since Irwin is not prone to gratuitous comments, I think he was alluding broadly to a pretty significant event....and nobody, to my knowledge, seemed to notice. I think people noticed but might be a little tired of tea leaf reading. We should expect more of this volatility until the rubber meets the road as they say. ...All the best...Dave

To: Gregg Powers who wrote (21714)	1/20/1999 8:57:00 PM
From: J. Kerner	Respond to of 152472

Gregg, Thanks for your thoughts on this quarter. If Qualcomm continues to be misunderstood by analysts, QC management has no one to blame but themselves. After all, they've been misunderstood for years.

To: Gregg Powers who wrote (21714)	1/20/1999 9:48:00 PM
From: marginmike	Read Replies (2) \| Respond to of 152472

Gregg, I was simply stating that H&Q is a more unbiased house then most. This does not imply their ability only their honesty. My feeling is that if they feel this way then other institutional investors feel the same!

To: Gregg Powers who wrote (21714)	1/20/1999 11:39:00 PM
From: JMD	Respond to of 152472

Gregg, for about the Xth time--thanks a bunch for your clearly reasoned comments. [I also loved "Cabi-breath"]. Kind regards, Mike Doyle

To: Gregg Powers who wrote (21714)	1/21/1999 9:31:00 AM
From: Webster	Read Replies (1) \| Respond to of 152472

Regarding 1st quarter results. I agree, the pieces continue to fall into place. The handset margin improvement was significant. Several months ago Lehman Bros/ Tim Luke was commenting about handset margins being in the 11% range. So a movement to 20% is really great news for future comm system gross margins. I also believe that Rich Sulpizio continues to be a breath of fresh air during these conference calls. Irwin's comments about infrastructure being strategic to qcom should confirm no sale of infra division will happen. It would be great to have a infrastructure partner who has market presence in China and Europe. Talk about upside potential. I am confident Q will find an outstanding infrastructure partner. Tracking the last 4 quarters EPS continues to steadily grow despite all the road blocks ($.25, $.33, $.54, $.65) The pieces are lining up both strategically and from an EPS perspective. Thanks WEb.

To: Gregg Powers who wrote (21714)	1/22/1999 12:28:00 AM
From: METMAN	Respond to of 152472

Gregg: You probably already know the exact #, but here is the headline from today's news re: Sprint PCS.... Sprint to Proceed With $500 Million PCS Stock Offering; 830,000 New Customers Added in the Quarter italics are mine..... Thanks for your thoughts on the latest quarter. I've just been added to the latest "new customer" list today for Sprint PCS. Also, the QCP-2700 is a great phone; Radio Shack is selling them as fast as they get them. regards, -metman