Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 171.02

-1.5%

Dec 31 3:59 PM EST

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To: 100cfm who wrote (56035)	12/22/1999 6:30:00 PM
From: Jim Willie CB	of 152472

481-3/8 last on NazAfterHrs, time stamp 6:06pm my take is Kyocera is a new big buyer of CDMA chipsets they will ramp up as a preferred customer they are an Asian player of decent size they will pressure big3+VOX into ramping up I interpret this sale as "walking away benignly" from Europe temporarily I fully expect Europe to become a narrowband backwater of wireless for the next two years after a couple years of pain and second class citizen status, -- Europe will retool with CDMA and go nuts that continental shift in y2001-2 will power QCOM further next big news is HDR customers and a lineup of real product bring on the ATT and Cisco news that awaits the light of day get the pimply-faced naive numbnut sellers out of the way then let the smart buyers build some momentum off 470-480 base it is over, we move on toward the Intel Business Model / Jim

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