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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: Ramsey Su who wrote (8392)	2/11/1998 12:49:00 AM
From: Harvey Rosenkrantz	Read Replies (1) of 152472

Hi Ramsey you old lemming!! Are you just sitting your tiny self on the edge of the cliff waiting for a leader to tell you to when to jump or are you just going to go on vacation and let the market tank all by itself? It seems we have a vitriolic visitor with bad manners who makes chuckj and tero seem like choir boys. Poor old Gregg has been devastated with insults to the pont where he is delriously typing cogent analysis in, of all places, airports. Little does he know that while he was suffering the slings and arrows (not to mention airline food), a small select group (only those who showed up were invited) was happily enjoying your hospitality and regaling each other with trivial tidbits. Seriously, it was great to be able to talk face to face with some of the personalities who have populated these pages over the last few months/years. Hopefullly we will do it again next year and maybe it will be even bigger & better. Maybe we can get the qdog out of his kennel and hopefully we will see Tarken again, this time hale and hearty without his hat. For those who think the purpose of this thread is an investment forum, here are some short notes (possibly incoherent) from the meeting: 1) The overall tone of the meeting has evolved from past years. The previous meetings spent a lot of time educating shareholders about the basics of what each division produced and how it produced it. The current meeting was more mature and focused more on the prospects than the past or mechanics. Sort of like QCOM 403 as opposed to the earlier QCOM 101 class. 2)Omnitracs is becoming a logistics management company rather than just a communications company and moving further into helping their customers solve their own and their customers' logisitcs information problems. 3)CDMA -- My previous post about the number of patents that QCOM has was wrong. They actually have 127 cdma patents with 361 pending. They have applied for &or were issued 140 patents in 1997. The patents are not bandwidth constrained and are applicable to WCDMA. They are currently in talks (with whom was not specified) regarding the new ETSI standard. The vision is of 675 million new wireless users over the next 5 years (not all cdma). The reality is that the minutes of use grows faster than the number of subscribers, hence the need for spectrally efficient service to provide the huge number of erlangs that will be needed, ergo cdma will be the system of choice for many providers. The vision for the next iteration in 1999 is to double the cdma capacity and raise the data rate to 64+kbps and the packet data rate to 1.25mbps. 4)ASICS-- The develpment of the MSM chip which is the essence of cdma will continue. It will be smaller, more powerful and use less electricity theus conserving battery life. The goal of this division is to keep the qcom chips far enough ahead so that it is not worthwhile for other companies to develop their own. Enough babble for now. The upshot is that the fun has just begun. In a short while the Korean stumble will just be a bump in the road to success.

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