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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: cfoe who wrote (2408)	10/15/1999 5:20:00 PM
From: Homer Pigeon	Read Replies (1) of 13582

From the NY Times today: October 15, 1999 Analyze This: Institutional Investor Names Its All-Stars By PATRICK McGEEHAN [snip] >For each of the last 28 years, Institutional Investor has polled managers of mutual funds and pension funds to find out which analysts they considered the best at their jobs. < [snip] [snip] >For example, consider what happened to Alex Cena last year. Cena, an analyst of wireless-phone companies, left Bear Stearns to join Salomon Smith Barney last summer, several weeks before Institutional Investor published its 1998 survey. But Bear Stearns tried to claim credit for Cena's *No. 1 ranking* anyway... < [snip] [From 1 of the threads yesterday:] [SSB = Solomon, Smith Barney] To: LBstocks who wrote (44738) From: LBstocks Thursday, Oct 14 1999 3:53PM ET Respond to Post # 44758 of 44758 Alex Cena of SSB just issued a report which says "Intel's Entry into CDMA Net Positive to QCOM". Other important points: CDMA licenses do not automatically transfer to INTC INTC will have to renogotiate & QCOM in its sole discretion can decide whether it is in its best interest to issue a royalty-bearing license to INTC based on INTC's dominance in PC market and the potential for INTC to accelerate mobile data market, we believe QCOM would be a net beneficiary of INTC becoming a licensee thus, QCOM is likely to issue INTC a royalty bearing license if INTC were to agree to QCOM's normal and customary terms that 75 additional licensees have already agreed *we continue to recommend QCOM with a 1H rating

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