Replies to post #163759 on Zeev's Turnips Patch-No Politics (ZEEV)

[TheProphet]

Thanks. I'm not worried about a dollar or two - my big fear is that it runs away from me.

On the other hand, given that they updated earnings guidance just last month (.29 for Q), I would expect no upside earnings blowout, though I would expect strong forward guidance, some of which must already have been discounted.

What are your thoughts in light of the early-November earnings date and the like?

Overall, my guess is that - with QCOM receiving 7% or so royalty on all flavors of CDMA, plus nice margin on chipsets, and with CDMA at very early stages of penetration - we should easily see $4 earnings a few years out.

Prophet

[MyHunch]

Zeev: did you not write a previous note to say that you were long on BSTE. Does that mean that you are holding your position going into earnings this afternoon?

[longdong_63]

Zeev, what do you think of Belkin's sell call? That guy has been uncanny in his calls. COMP MACD is negatively divergent to back him up also on the dailies