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


To: Gregg Powers who wrote (30241)5/18/1999 10:14:00 AM
From: Ramsey Su  Respond to of 152472
 
Gregg,

OT - WSJ

About ten years ago, in my previous life, I was interviewed by the WSJ regarding RTC and the S&L fiasco. This guy was trying to write an article via these 15 minute phone interviews. I seem to remember cancelling my subscription after reading the article.

Ramsey



To: Gregg Powers who wrote (30241)5/18/1999 10:16:00 AM
From: engineer  Read Replies (1) | Respond to of 152472
 
I agree with you 100%, Gregg. In the last "crash" of the Korean system in Dec 1997, they held the ASIC take rate flat, which means even though the domestic market fell of sharply, the export to carriers in the US by Samsung and LGIC was tremendous. Given that todays economic outlook for Korea is MUCH better, what can they be thinking? It only shows that the ASIAN desk of WSJ needs some revamping so that they understand the markets with which they are dealing.



To: Gregg Powers who wrote (30241)5/18/1999 10:26:00 AM
From: John Hayman  Respond to of 152472
 
YOU GO BOY!!!

Thanks for the info, looks like you got the q turned for the morning and in the plus!!

John

ps.... Ramsey, I don't subscribe to the wsj either. Gave it up years ago.



To: Gregg Powers who wrote (30241)5/18/1999 11:29:00 AM
From: straight life  Respond to of 152472
 
Not that they would publish it, but you should send this post, word-for-word, to the WSJ as a letter to their editor.



To: Gregg Powers who wrote (30241)5/18/1999 1:18:00 PM
From: JMD  Respond to of 152472
 
Jeez, Gregg---"Slime is as slime does"---don't get all mealy-mouthed on us. For god's sake man, tell it like it is! What did you REALLY think about the veracity of WSJ reporting? Just a shame that marriage seems to have taken the old hard nosed edge off. Notwithstanding, I'm ready to cut you some slack: you done been missed.
Welcome back, Gregg. Surfer Mike



To: Gregg Powers who wrote (30241)5/18/1999 1:19:00 PM
From: David Peterson  Respond to of 152472
 
As you noted, the WSJ article this morning almost completely ignored the distinction between the Korean domestic market and the Korean export market. Also, the author's comments about the slowdown in the Korean domestic market were about as illuminating as recent warnings about Y2K - you have to have had your head in the sand to not be aware of the issue. In fact, I think management addressed this very issue as recently as the conference call for last quarter. By my recollection, management said during the call that they expected a slowdown in Korean domestic demand but that they expected that demand in other parts of the world - notably Japan - should offset the slowdown in Korea. This is essentially what the Qualcomm release said today. IMO this is old news and shouldn't have much of an effect.

Qualcomm's earnings over the next few quarters and years will determine the performance of the stock, not a "Heard on the Street" column in the WSJ.

PS Qualcomm needs to make sure that they don't get into the mode of responding to every financial press article or rumor that swirls around. I wish they would have let it go for a few days and given me an opportunity to add a few shares. :)



To: Gregg Powers who wrote (30241)5/18/1999 7:46:00 PM
From: Maurice Winn  Read Replies (3) | Respond to of 152472
 
Gregg, my theory on the WSJ, Quentin Hardy, Jerry Falwell, Senator Lott of Laughs, the investigations into Bernie Schwartz = superspy, super traitor and giver away of aid to the enemy, Bill C getting his lecture from Ramsey via Irwin about being held personally liable for bombing the embassy and any consequences to CDMA sales in China, financial contributions to the Democratic party from B Schwartz and maybe Qualcomm, Al Gore who supported the internet [and promoted Q! and CDMA] long before Dan Quail learned to spell tomato or potato is that the spittle emitting Republican fanatics have got it in for anyone who is not aligned with them.

Qualcomm is clearly in the Al Gore, Bill Clinton, friends with China, liberal, freedom loving, anti NRA camp. Though I have no idea how all the elements can be said to fit into one tank of political agenda to be called left wing or right wing. I doubt that anyone could form a sensible definition of those labels nowadays with any kind of general agreement on the meaning.

This is problematic for the spittle club because if they cut off Loral from launching satellites, they also cut off the others and ruin the USA economy, which they can see is not the best thing to do. So they deliberately arrange for the Chinese embassy to be bombed to embarrass Clinton and pay back China for stealing nuclear secrets from the Boy's Tree Hut. Nobody can seriously believe that incompetence can rise to the level of using a 1992 map to locate collateral damage free targets in Yugoslavia while approving the targets through layers of management. This is not a desperate fight for survival where anything can happen.

The Yugoslavia attack is clearly a police type action where overwhelming force is on one side and discipline and law is being enforced. Whose law is the question?

So, I'd say Quentin and WSJ are continuing their Republican party agenda. They know who the baddies are; Irwin, Bernie, Bill, Al, China. So you don't really think they are going to give any comfort to the enemy do you?

Being an atheist, I can speak impartially on the following. It might be the case that not all gentiles of various religious fanaticisms {such as Catholicism, Islam, and the hundreds of other competing brands} have totally rejected the concept that Judaism is something beyond the pale. Well, they are all beyond the pale as far as I'm concerned, but I'm way out here so far beyond the pale that the black helicopters will never find me anyway.

When people's interests align with others, a set of values or some aim, they are barely aware of their bias. They will vigorously defend their views. For example, I watched that madman Falwell defend his views on homosexuality [subequent to the murder of the young guy which was widely publicized]. He seemed genuinely to believe what he was saying, although it was absurd. He didn't say this, but it was like it 'I love homosexuals, but I have to kill them because they break God's word'. Which of course begs the question about the 'thou shalt not kill' injunction. The same for antiabortion lunatics who murder people or through their venom give encouragement to others to do so.

The Republicans, I am sure, genuinely think that Clinton committed some grave crime by avoiding publicity about his sex acts and giving tortuous and pedantic meaning to his words when subject to perjury laws. Well, speeding is illegal and so are a multitude of his other acts, I bet. I dare say some of the Republicans would commit similar illegal acts or otherwise breach contracts on a daily basis.

But you don't tip your country upside down every five minutes because of a speeding or parking ticket. Speeding actually endangers lives - telling porkies about adultery doesn't. Well, I'd argue it does indirectly, but so does everything indirectly. Speeding kills on the spot.

That's my theory anyway.

Or maybe the WSJ just thinks CDMA breaches the laws of physics and Quentin is envious of Qualcomm also beginning with Q.

Mqurice

PS: I suggest we keep politics off the thread!

{For those who think I'm a rabid, left-wing socialist commie type, I'm actually a member of what is considered in NZ to be a right wing fanatic organization, Act New Zealand, which has 8 seats in parliament. That's further to the right than the Raygun club. Though I also support Libertarianz, which is considered either absurdly left-wing or fanatically to the right of Hitler, depending on your point of view and state of confusion}

libertarianz.org.nz
act.org.nz

Good grief, I see the Libertarianz even have the Statue of Liberty on the Web site now! Now that IS insanely right wing. Keep in mind this is a political party in New Zealand where the USA is NOT universally loved by left-wingers.

I noticed that WSJ and Qentin couldn't spell your name correctly. If they can't get the most basic facts correct, how will they get the rest right.



To: Gregg Powers who wrote (30241)5/19/1999 11:37:00 AM
From: H. Bradley Toland, Jr.  Respond to of 152472
 
Gregg,

Sadly, this is why I spend very little time reading any "in-depth" articles by the WSJ; just the headlines and editorials. And this isn't the first time they have ignored facts about QCOM. One article, a couple of years ago, was also damning of Irwin Jacob's character. They still owe him an apology.

regards,

bt