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

To: DaveMG who wrote (25812)4/1/1999 4:31:00 PM
From: SKIP PAUL  Respond to of 152472
 
I wouldn't put to much weight in BTAB Brian Modoff's analysis. Not a very good track record IMO. The key to understanding QCOM's earning leverage is margin expansion and royalties.



To: DaveMG who wrote (25812)4/5/1999 10:58:00 AM
From: Jon Koplik  Respond to of 152472
 
Re : the lack of "Q Phone" production

Having seen the "thin phone" at this year's annual meeting, my own thought was -- there is no reason to bother producing the Q Phone any longer.

Even though the Q Phone folds in half (and the thin phone does not), I am pretty sure that my wife would rather put a thin phone in her purse than a Q Phone.

Maybe the people at the highest levels of Qualcomm used a similar "wifey's purse" analysis.

Jon.


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