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

To: marginmike who wrote (28487)	4/27/1999 11:14:00 AM
From: Morgan Drake	Read Replies (2) \| Respond to of 152472

Engineer? Gregg P? It's my understanding that if it has CDMA anywhere in the name, we get paid. Market may be reacting to this story without knowing the full story. Morgan

To: marginmike who wrote (28487)	4/27/1999 11:16:00 AM
From: Clarksterh	Read Replies (2) \| Respond to of 152472

The only downside to last earnings report - 1) Qualcomm reported only a 25% growth in communications systems revenues. Nokia, in contrast had a 60% revenue growth. What's up? Is there some part of communications systems that is dragging down the performance? Certainly ASICs and handsets are both growing at very good unit levels and with increasing margins. Again, what's up? 2) The ASIC BtB was given as 1.7. What does this really mean? What is the turn-around time? Were there excess orders due to the start of MSM-3000 deliveries? Note that I am pretty good at finding the negatives <g>, and yet 2 isn't even really a negative. I was hoping someone else would bring this up so I didn't have to be the thread whiner, but nonetheless it would be very helpful to know the answer to both questions. Anyone know? Clark