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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.13

+1.1%

Nov 26 3:59 PM EST

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To: Valueman who wrote (29857)	5/12/1999 8:09:00 AM
From: DaveMG	Read Replies (2) of 152472

Here is good news--in the span of a couple of weeks or so, Nokia's web site has moved the rollout of its 6185 tri-mode CDMA model from April, to May, to June. The Sprint web site has now removed any mention of the phone. People who called to order the phone from Sprint off of the website info received a call back saying that availability is now unknown. Order cancelled. Meanwhile, the Thin Phone is on its way. Advantage Q! One part of the Tero thesis was always that Q product development was "painfully slow" and would be unable to keep up with the Nokians. Now it's starting to look as if Q will be shipping the next gen MSM3100's just a bit after Nokia gets out the 6185! The thing is though, that to really take advantage of the Nokia setback, Q and/or subscriber licenses have to be able to step in immediately to fill the void.It won't do that much good if there's just a trickle of new product. And where are the Motorola entries? Is it correct that Q is planning to continue producing the older models ie QCP2700 etc, but with new the chipsets? And will these larger models have longer talk/standby times than ThinP with internal battery? Anyone know?

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