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

To: Mr. Sunshine who wrote (26715)	4/11/1999 4:40:00 AM
From: MMW	Respond to of 152472

Hi Steve, Thank you for enlightening message. I agree with you the potential on QCOM is enormous. The reason I am invested in the stock is based on the opportunity presented to QCOM and improvement on the bottom line that the management had made. Now, once I am in it. I would look at what are those risks since this is first time I invested in this company. One of the issue associated with the company as far as I can see is why the company running such a low margin. The two factors causing the low margin are behind us at this point. The question is how much they can improve. I guess we wouldn't know until next couple quarter results in. At that point, the picture may be clear. I also realize R&D expenditure is necessary for growing the company in the future. But, there is always a limit to it. A well run company, like CSCO, normally has a R&D expenditure at 13% to 15% of the revenue. So, we need to watch those items carefully. Enough is said. I hope Qualcomm will become one of the rising star in the next decade. The company only has 71 mil share outstanding. This is really a good opportunity for the investors if the company excuted well. Cheers! Mike