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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 175.01+0.2%3:00 PM EST

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To: Webster who wrote (4438)12/22/1999 7:22:00 PM
From: lkj  Read Replies (1) of 13582
 
Webster,

Agree with you totally. Kyocera is a world class phone manufacture. Nokia and Mot have been trying to go after the Japanese market for years, but could make a dent. And Kyocera is considered one of the best phone manufactures in Japan. Imagine what the US phone market will be like, when Kyocera phones hit the US. In addition, NTT is doing 3G. Kyocera will show its CDMA leadership there. I think this is a GREAT deal for Qualcomm. The benefits are not as apparent as signing up Nokia or Mot, but with huge CDMA growth in Asia in the next few years, lining up Kyocera is a very smart move. It also locks Intel out of any big deal with Kyocera, killing two birds with one stone. This is another demonstration of the management's brilliance.

Regards,

Khan
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