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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: Gregg Powers who wrote (21714)	1/20/1999 6:55:00 PM
From: DaveMG	Read Replies (4) of 152472

Gregg...That was one damned interesting post. Either you know something which the rest of us don't or you're doing some pretty creative tea leaf reading. I guess I have to suppose it's the latter because I presume you'd be keeping quiet if you were "in the know". I've been wondering how ERICY would be able to concede convergence without losing face. I'd imagine this idea of yours would solve that problem. They'd of picked up a pretty good partner out of the haggling. But could QCOM stomach such a relationship? And one hears all the time about how bad the new Ericcson managment is. Would Q really be forced into a JV with ERICY instead of Nokia for example, assuming Nokia was willing of course. Isn't it possible that the weight of the convergence oriented operator community would suffice to force ERICY to eat crow? Since Irwin is not prone to gratuitous comments, I think he was alluding broadly to a pretty significant event....and nobody, to my knowledge, seemed to notice. I think people noticed but might be a little tired of tea leaf reading. We should expect more of this volatility until the rubber meets the road as they say. ...All the best...Dave

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