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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!
QCOM 174.23-0.6%Dec 22 3:59 PM EST

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To: Maurice Winn who wrote (81)5/2/1996 8:15:00 AM
From: Ramsey Su   of 1819
 
Maurice, have to disagree with your opinion that QCOM will drop on the AirTouch news. Of course, it would be much easier for me to wait till market opens and use the fantastic investment strategy known as "hindsight", to predict what the market will do.

For the average investor and fund manager, CDMA is still a "show me" or "prove it" technology. This Airtouch announcement may not have a sharp impact, the way the last quarter's earning drop the stock last month. It will, with results from NYNEX/Bell Atlantic, affirmatively answer the CDMA questions and remove the doubts that are holding back this stock.

By the way, anyone knows how NYNEX/Bell Atlantic are doing? Any CDMA customers? Any problems?

Ramsey
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