The New Qualcomm - a S&P500 company Message Board

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

QCOM 174.69

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Dec 24 12:59 PM EST

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To: John Biddle who wrote (4561)	12/24/1999 6:55:00 PM
From: voop	Read Replies (1) of 13582

Happy holidays to all. Thanks for allowing me to gain wealth and knowledge from the sharing that has occurred on this board. Random, totally uninformed musings If Kyocera deal is so bad why did the stock KYO got up on good volume yesterday (5X average) quote.yahoo.com If Kyocera deal is so bad, why is volume on Q so average yesterday? quote.yahoo.com Why was volume still only average on big moves up last few weeks? Totally a guess but I think Q thought up until a short few days ago the deal was going to go to Nokia. But they got everything they wanted from Kyocera and they could not refuse it versus having to live with a reduced royalty rate from a company not interested in adopting the technology anyway. Sort of like Errorickson not busting their butts to sell CDMA with so much a stake with GSM. Dr J factored in the resistance to change from Scandanavian GSM cabal and saw unconquered territory with hundreds of millions of more Asian subscribers at stake. It was a vote not so much for 2000 which would be to get hooked up with Nokia and its huge ramp-up voice systems but look 2-3 years for getting data up and running with a willing partner. I am thinking about India along with China and the numbers should be awesome. With only 15% of the market and the air interface for 3G and two of the five pathways for terrestial interfaces to 3G and HDR to bridge it, pressuring competitors with inferior data capacity technology, I think our best days are ahead of us. Voop

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