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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 156.34+1.4%3:59 PM EST

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To: Ramsey Su who wrote (7747)1/29/1998 9:39:00 PM
From: Pierre  Read Replies (2) of 152472
 
From Paul Kangas' 'Wall Street Wrap'

And LM Ericsson (NASDAQ:ERICY) down 2 7/16, even though it reported a 70 percent increase in full year earnings, but a spokesman told us there may be some disappointment on Wall Street with incoming orders.

This standards war is very interesting. Clearly Europe constitutes pure gravy to QCOM if CDMA is in the loop. I'm certainly not a tech guy - but I have to believe the "compromise" is the sound of ERICY blinking. Somehow I think CDMA is in the loop. And since its here now and vodaphone trials indicate it can overlay w/o scrapping existing system, my guess is we see some limited implementation soon.

Of course if I thought I knew what I was talking about, I'd have mortgaged the walker and loaded up.

Pierre
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