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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 175.25+0.6%Dec 19 9:30 AM EST

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To: Eric L who wrote (8190)4/1/2000 7:56:00 PM
From: gdichaz  Read Replies (1) of 13582
 
Eric L: Much appreciate response. As usual learned much. Thanks.

Particularly appreciate the explanation of the China situation and why Qualcomm will need to join the "smart card" set, or be very badly hurt. Hope management fully committed now to smart cards as a necessary CDMA element.

And hope the design of Q ASICS permit use of smart cards and that the phones which have Q ASICS inside will have two smart card slots for maximum flexibility and function.

Did I learn, teach?

As always, best.

Thanks again and hope you have some time for golf in the not too distant future (and for posting to us too)

Luck.

Chaz
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