CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST! Message Board

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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!

QCOM 155.82

-1.3%

3:59 PM EST

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To: Ramsey Su who wrote (815)	9/17/1996 10:48:00 AM
From: kech	of 1819

Ramsey - I guess we are both losing some paper profits right now and want to talk about it! I don't know why it is dropping. My only thought is that Glenayre's postponement of many "large orders" for NPCS (narrowband PCS) could indicate that some of the large players like Primeco are slowing down their roll-outs. I think the Motorola news also might indicate that this is the case but I really have no idea. I tried to find out more about Glenayre is that they sell narrowband PCS products as well as some PCS management products like single phone number calling features. I don't know how close these "delayed orders" are to PCS. I was hoping someone who knows more about Glenayre could give some indication of whether these orders are slowed because of PCS deployment or completely other things. A lot of what they do is pagers - I don't see why that would slow if PrimeCo was slow but it might. Certainly something is dropping QCom. What do you think? Do you know of anything else? Tom

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