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

To: Gregg Powers who wrote (27660)	4/20/1999 5:10:00 PM
From: Cosmo Daisey	Read Replies (3) \| Respond to of 152472

Greg, My real time is showing 0 bid and 0 ask, was the stock halted? I gotta tell ya it was hard adding at 130.50 yesterday but it looks good today Cosmo

To: Gregg Powers who wrote (27660)	4/20/1999 5:10:00 PM
From: DWB	Respond to of 152472

C'mon Gregg... don't hold back... tell us how you really feel... ;-) DWB

To: Gregg Powers who wrote (27660)	4/20/1999 5:11:00 PM
From: puzzlecraft	Respond to of 152472

Gregg, Agreed about the $1.20 figure. Also, regarding the comparison for royalties of $77 million this quarter vs $70 million last year. Last year had a lot of one-time stuff and adjustments. Royalties were up from $44 million in this year's first quarter. John

To: Gregg Powers who wrote (27660)	4/20/1999 5:12:00 PM
From: Richard Tuck	Respond to of 152472

I totally agree. The infrastructure division was really sucking wind if it only did $24 million in sales (932-908) and resulted in $0.38/share in losses ($1.20-0.82). I can see why Ericsson only paid about $100 million for it.

To: Gregg Powers who wrote (27660)	4/20/1999 5:12:00 PM
From: FedWatcher	Read Replies (1) \| Respond to of 152472

Gregg, Many thanks for your explanation. But what does this 0.59 per share loss mean? So did QCOM make money or did it lose money this quarter? If everything is so great, then why RTQ is 133 after the earnings release? EinC1

To: Gregg Powers who wrote (27660)	4/20/1999 5:12:00 PM
From: 2brasil	Respond to of 152472

right on ! For the second quarter of fiscal 1999, pro forma revenues were $908 million, pro forma gross profit was 36 percent, pro forma net income was $98 million, and pro forma earnings per share were $1.20 (diluted). The financial results of the third quarter of fiscal 1999 will include operations of the infrastructure business until the closing date of the Ericsson transaction, which is expected on or after May 24, 1999 following receipt of the necessary regulatory approvals and other customary closing conditions. The Company also plans to report pro forma information for the third quarter of fiscal 1999.

To: Gregg Powers who wrote (27660)	4/20/1999 5:16:00 PM
From: Boplicity	Read Replies (2) \| Respond to of 152472

Gregg, But can they beat this next qr.? Do you see this qr. as the start of a linear growth phase, or is this a one time home run? I had throw some water on this report since it was, how can say this, there are no words, I'm kind of speechless, I had to read it a few times to believe it, I was stunned, it was so smashing. Greg

To: Gregg Powers who wrote (27660)	4/20/1999 5:18:00 PM
From: engineer	Respond to of 152472

Observation #4....the lawsuit is gone, so the $3M per quarter charges for lawyers is gone....

To: Gregg Powers who wrote (27660)	4/20/1999 5:19:00 PM
From: Jon Koplik	Respond to of 152472

Just wanted to help crank up the "view X number of replies" thing. Hello to all. Try to get a good night's sleep tonight. Our bodies may be on hyper-drive tomorrow. Jon.

To: Gregg Powers who wrote (27660)	4/20/1999 5:30:00 PM
From: Ramsey Su	Read Replies (5) \| Respond to of 152472

Simple observation #3: $1.20 x 4 = $4.80/shr. Greg, of all posters here, I am surprised that to see the above from you. How could it be $1.20 X 4? This is the first qtr of the new Qualcomm. It is now our job to do some work and figure out what type of revenue QC has going forward, the increase in license/royalty and the type of margin improvements. $1.20 is the new base. Should we be expecting $5 - $6 or more this year? Jim Frost, Clark, sharpen your pencils and see some projections. Ramsey PS. No more AOL discussions here, please.