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


To: Valueman who wrote (22253)1/30/1999 1:42:00 PM
From: Ruffian  Read Replies (1) | Respond to of 152472
 
Barron's Quote< Ericy is behind in Technology> I thought they were a Technology Company! Quote < Outright Short Play> eom



To: Valueman who wrote (22253)1/30/1999 2:16:00 PM
From: brian h  Read Replies (1) | Respond to of 152472
 
Valueman and all,

Tero continues his handset fetish drivel at TheStreet.com, saying his precious Nokia fell because of the huge expectations His NOKA is better blow out Wall Street expectation every quarter from now on to justify NOKA's handset manufacturing and design ability. We shall see.

Earnings do drive stock price. The reality check on QCOM is that, finally, Dr. J. and his teams will focus on the bottom line instead of engineers' dream products. To see is to believe. The recent rise in stock price reflected just this expectation.

Without spinning off LWIN, QCOM could not meet any earning expectation whatsoever the last two quarters. It is time to raise questions about QCOM's future plans regarding infrastructure division's loss and other possible earning draining units.

Time to get real earning results and tighten up QCOM's own loose ends without expecting ERICY's falling from grace and the death of GSM or TDMA etc.

Brian H.