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 175.25

+0.6%

Dec 19 9:30 AM EST

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To: Uncle Mikey who wrote (1568)	1/25/1997 4:57:00 PM
From: kech	of 1819

Mike - I thought the DSC conference call sounded really good. I have been very disappointed with this stock after riding it down from 65 to 13. All kinds of negative comments about it came out of the woodwork when it was trading at 13. Now it seems to be getting its order backlog back and has a lot of products that may have been too early for the market but they are ready and waiting when the market develops (iMTN etc.). I am glad I held on this long and even though I still have some doubts about management (How did they get into so much trouble last quarter anyway?) I think I will keep holding it. I wonder how serious it's Airspan product will be as competition for the Qualcomm and Motorola WLL product ? (If in fact it is not paying licenses to Qualcomm).

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