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

To: marginmike who wrote (27709)	4/21/1999 1:29:00 AM
From: JGoren	Respond to of 152472

Cabi's new recommendation will likely be "strong hold", sell on advances. He will still be concerned that Qcom cannot compete with other handset manufacturers, will question whether Samsung will use itself as the dominant ASIC supplier, and speculate that dilution may cut EPS more than management expects. He will also express that the company's sale of the infra division for so little indicates weakness going forward, and that Ericy picked it up so cheap that Ericy is a better buy. <How's that for a shot at it?>