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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 168.08

+1.8%

Nov 28 12:59 PM EST

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To: Ramsey Su who wrote (34159)	7/8/1999 3:44:00 PM
From: JMD	Read Replies (1) of 152472

Ramsey 'Padres Fanatic' Su, the ex-poster warning us not to forget the strengths of the Bat Wing empire--someone forgot to lock the kennel door? Well I will give the Illinois crowd a 'P' for persistence and my wife's investment club has made a boatload on their Motorola and zip on their Loral which compromises the hell out of me, but is the pooch worried that the mighty Q is going to miss the internet/data/wireless tidal wave by not migrating CDMA over to the data neck of the woods? Tell him howdy for me and ask for further details--I was kind of thinking that we were ready for internet prime time with Wireless Knowledge and the PdQ and spread spectrum being all data bursty friendly and so forth--but if he's worried then I'm a bit agitated myself. OTOH, it seems a bit far fetched that Irwin hasn't gotten the message: he doesn't seem to have missed much else. On the Siemens thing: JV to piss Nokia off, keep Ericy honest (jesus if that isn't an oxymoron), expand manufacturing capacity to plant the CDMA flag at a faster clip, and dive right into the heart of the wireless world: Europa. Sony bails to concentrate on higher value add products more in keeping with the rest of their product line; Siemens writes the check and San Diego loses a few Sushi joints and picks up a couple of beer gardens. What's the mystery? SM

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