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

To: Art Bechhoefer who wrote (30778)	5/24/1999 7:09:00 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 152472

Art, IBO's (Incentive Based Options) are taxed horribly as ordinary income to the combined tune of at least 42%... assumes 5% state tax like in Massatwoshits... if very lucrative, then you are into next tax bracket as in 45% combined or higher... one cannot purchase IBO options... they are part of the American Business Gravy Train, subsidized by the IRS, and whose dilution is tolerated by stockholders employees are forbidden to trade options in the open market for their own company... against most company's house rules and grounds for dismissal... certainly is forbidden at mine prudent strategy is to cash in employee IBO options, pay the piper in taxes, and buy stock with proceeds... sit back and enjoy the ride, perhaps increase holdings on margin after dips like current one, where the price of gasoline and tobacco threatens the wireless business then retire very young indeed glad to hear CFO refuted WallStJ hack article and guided earnings expectations... the fire sale continues... if valued like Cisco versus its earnings growth rate going forward, we would be over 200 now meanwhile back at the kettle... it boils / jim

To: Art Bechhoefer who wrote (30778)	5/24/1999 7:11:00 PM
From: marginmike	Read Replies (1) \| Respond to of 152472

We all know that, but CFO's job on CNBC is to explain in a concise, charismatic way. You are giving analysts way to much leadway. These guys are stuffed shirts. We needed a 'those guys at WSJ have it all wrong all business's are on all cylanders, Korea not a factor, and estimates will be met'. Simple, upbeat and to the point. I love this company and I think Thornley is a great CFO but they desperatly need better PR.

To: Art Bechhoefer who wrote (30778)	5/24/1999 7:29:00 PM
From: DaveMG	Read Replies (4) \| Respond to of 152472

Didn't TThornly say that they estimate they'll sell 40mil ASICs this year? Now that's a pretty nice number I'd say. I wonder how many ASICs were sold last year? These numbers have never really been provided in the past and must be inferred from handset sales/ subscriber adds etc... Yes, things sound good. And without infrastructure, IMO a standards brouhahaha will now play to Q's advantage. CDMAone/2000 marches merrily along, QCOM selling ASICS and phones hand over fist, WCDMAers forced to duke it out at these interminable meetings. Now what we need is some more selling...:-) Dave

To: Art Bechhoefer who wrote (30778)	5/24/1999 7:32:00 PM
From: waverider	Read Replies (1) \| Respond to of 152472

Good summary Art. In my efforts to increase my Q holdings over the percentage Maurice has in his portfolio, I picked up a few 2001 $100 leaps today. It was interesting to note that the spread is back to $1 now...not the $2 that has been the rage for the past month. Lower risk methinks? Anyway, I still want to bring my kids to the next Q meeting. In fact we could encourage Irwin to develop an outreach program. You know, little plastic Q phones with the Q MAN racing to save the day. Hmm... Rick <H>