Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.42

-1.2%

Jan 16 9:30 AM EST

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To: Ruffian who wrote (88624)	12/1/2000 2:51:03 PM
From: carranza2	Read Replies (2) of 152472

Puck delivers! If there's going to be an announcement, I hope it's on Dec. 29, the anniversary of the 156 pt. day: To: Puck who started this subject From: Puck Friday, Dec 1, 2000 11:43 AM ET Reply # of 128 Notes from Bear Stearns report, as reported by ON24 (http://biz.yahoo.com/oo/001201/45704.html) Speculation that Nokia may announce more 3G contract wins at their analyst day on Tuesday in London. It is known that Nokia is currently negotiating with Qualcomm for a licensing agreement but no immediate announcement is expected. Handset pricing has been stable this quarter compared with a downtrend in the overall market, implying an improving profit margin for 4Q vs. 3Q. AT&T contract estimated to be worth $1 bil. for Nokia over next two to three years. Positive for Ericsson but more meaningful for Nokia. Nortel viewed as a loser (a surprise to me) because it wasn't contracted for any wireless equipment.

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