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

QCOM 174.01

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Nov 14 9:30 AM EST

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To: cfoe who wrote (2414)	10/15/1999 10:28:00 PM
From: Michael	Read Replies (2) of 13582

My Top Ten List for Handset division 1)Siemens- Q selling handset to Siemens is an old Q rumor Q gains a strong European CDMA foothold with Siemens 2)NOKIA- strong dark horse -Nokia does not want anyone else getting Handset division, and gives in like Ericisson. 3)Microsoft- Bill Gates has changed (first time ever) MSFT corporate mantra from "PC centric" to include wireless devices Best way to rapidly gain market share here is to buy it. 4)Lucent-Lucent has the money and muscle that Q is looking for 5)AT&T- Since Armstrong is saying "zero" to ATT going CDMA then something must be up, cause Armstrong is full of BS. 6)Motorola- Q just using MOT to increase "auction fever" 7)Alactel- I hope Q does not sell to the French. 8) Philips- Q recently pulled license on CDMA from Philips Doesn't seem like Q, likes these guys 9) Dell- Would be a sudden and dramatic move by Dell. Q does not gain any immediate acceptance of CDMA Q more interested in advancing CDMA and Q's IPR of CDMA. 10) Ericisson- already in CDMA camp, no need to sell them, very little to gain Sure is a nice day Michael

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