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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 147.19

-3.6%

3:59 PM EST

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To: Ramsey Su who wrote (124)	7/1/2000 6:39:53 PM
From: JMD	of 197498

Ramsey, thanks for a report from the front lines. I'm not much into conspiracy theory but it's beyond me why analysts don't/can't do what you did: go there, read, talk, ask questions, state the conclusions and the evidence on which they're based. There's too much garbage spewing forth from gillion dollar a year analysts for me not to think they have another agenda. One of the points you quoted particularly interests me: "6) Now that QC is out of the handset business, our relationship with QC has become one of cooperation vs competition. Unlike GSM, CDMA would provide a superior business foundation for long term benefits." How important, in your opinion, is this element? I think that the Chinese would be red hot to build up a huge handset manufacturing/marketing industry and therefore that the Q as a neutral arms supplier would be perceived as an ally in the battle against NOK, Ericy, MOT, and Korea Inc. Irwin never liked the handset business anyway but I think he might have sold it [even if it had been a winner] precisely to position the Q with the Chinese. Any foundation for this? best, mike

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