Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.25

+0.6%

Dec 19 9:30 AM EST

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To: Ramsey Su who wrote (10169)	4/22/1998 10:28:00 AM
From: DaveMG	Read Replies (2) of 152472

Ramsey, Do you understand what's happening in MEX. Is Q bidding on a system which it will have equity in? Will they be investing more than infrastructure?It does sound like a good opportunity, so close to San Diego. All these investments should create future shareholder value. The mkt has really enjoyed discounting the future in lots of other co's. What scares me a little is that I think we would have had a down quarter without Korea.I also think they should be concentrating on making the best,smallest AMPS/CDMA phone on the market, not the Q which is bound to leave people irritated at this point. btw do you know exactly which phone had the connector problem? D

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