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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (42848)5/21/2001 5:20:05 PM
From: gdichaz  Read Replies (2) of 54805
 
Eric L: Thanks for posting the articles on China.

Clearly we are still learning and the fog is still with us - it is just a little lighter and more patchy and we can see a bit better.

But we have a long way to go before the clear full picture emerges.

Separate subject: SURPRISE. Qualcomm awards Motorola a prize !

(TSMC is easy to understand, but MOT?????)

Must admit I never expected anything like this.

What thinkest thou?

Best

Cha2

<<<SAN DIEGO--(BUSINESS WIRE)--May 21, 2001--QUALCOMM Incorporated (Nasdaq: QCOM), pioneer and world leader of Code Division Multiple Access (CDMA) digital wireless technology, today announced two annual awards recognizing the outstanding performance of key suppliers for the Company's QUALCOMM CDMA Technologies (QCT) division. For calendar year 2000, Motorola Semiconductor Products Sector (SPS) was honored as Supplier of the Year for demonstrating the highest delivery quality and customer service performance throughout the year, while Taiwan Semiconductor Manufacturing Company Ltd. (TSMC), was presented with the Pursuit of Excellence award for demonstrating the highest percentage improvement in delivery, quality and customer service performance throughout the year. As a fabless semiconductor firm, QCT relies on the timely and consistent performance of development and manufacturing partners.

"We view our supplier partners as significant members to our team. Based on our joint collaboration and the outstanding contributions of our supply base, QCT has achieved outstanding success in our product developments, launches and continued production," said Lorraine Stamoulis Surnamer, vice president of purchasing for QUALCOMM CDMA Technologies. "These awards represent a public acknowledgment of the strategic importance and impact these companies have had on our success."

QCT, a division of QUALCOMM Incorporated, is a developer and supplier of CDMA integrated circuits, hardware and software solutions, and tools, with 150 million cumulative shipments of MSM chips worldwide. QCT offers wireless position location technology by SnapTrack(TM), a wholly owned subsidiary of QUALCOMM. QCT supplies chipsets to the world's leading CDMA handset and infrastructure manufacturers including: Acer Peripherals, Inc., ALPS ELECTRIC CO., LTD.; CASIO COMPUTER CO., LTD.; FUJITSU LIMITED; Hitachi, Ltd.; Hyundai Electronics Industries Co., Ltd.; KYOCERA CORPORATION; LG Information and Communications, Ltd.; Samsung Electronics Ltd.; SANYO Electric Co., Ltd.; and Toshiba Corporation, among others.

QUALCOMM Incorporated (www.qualcomm.com) is a leader in developing and delivering innovative digital wireless communications products and services based on the Company's CDMA digital technology. The Company's business areas include CDMA integrated circuits and system software; technology licensing; the Binary Runtime Environment for Wireless(TM) (BREW(TM)) applications platform; Eudora(R) e-mail software; digital cinema systems; and satellite-based systems including portions of the Globalstar(TM) system and wireless fleet management systems, OmniTRACS(R) and OmniExpress(TM). QUALCOMM owns patents that are essential to all of the CDMA wireless telecommunications standards that have been adopted or proposed for adoption by standards-setting bodies worldwide. QUALCOMM has licensed its essential CDMA patent portfolio to more than 100 telecommunications equipment manufacturers worldwide. Headquartered in San Diego, Calif., QUALCOMM is included in the S&P 500 Index and is a 2001 FORTUNE 500(R) company traded on The Nasdaq Stock Market(R) under the ticker symbol QCOM.

QUALCOMM, OmniTRACS and Eudora are registered trademarks of QUALCOMM Incorporated. SnapTrack, OmniExpress and BREW are trademarks of QUALCOMM Incorporated. Globalstar is a trademark of Loral QUALCOMM Satellite Services, Incorporated. All other trademarks are the property of their respective owners. >>>
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