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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!
QCOM 178.29-1.6%Dec 12 9:30 AM EST

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To: Maurice Winn who wrote (185)6/20/1996 8:44:00 PM
From: Ramsey Su   of 1819
 
Maurice, throw away your cheap sherry and start acquiring a taste for the "DOM". Frezza can eat sheep droppings or his words, whichever tastes worse. On second thought, don't really want to insult sheep.

Orders for $850 million in just one day. I think the PrimeCo deal is most significant because of AirTouch. If they have problems with the LA launch, I don't think they would want any part of this order, especially so soon.

Time for some serious work. Anyone know what is the split between Sony and Qualcomm on Qualcom Personal Electronics? In addition, both of these orders are for phones only, are there other benefits such as licensing fees etc that may start showing up on their bottom line?

Sure looks like QCOM is about to hit a triple digit growth phase for a while.

Take a look at a company called Wind River (WIND) under software. They have a contract with QCOM last qtr. Being a relatively small company, they may reap some rewards.

Ramsey
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