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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 166.81-4.1%Nov 17 3:59 PM EST

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To: DaveMG who wrote (31491)6/2/1999 11:12:00 AM
From: Valueman  Read Replies (1) of 152472
 
On to point #2:

QCOM has consistently delivered its total solution(ASIC, software, and support) to its customers on time, and even ahead of time. New designs have been announced, and you can rest assured that they will be on time. Manufacturers know this, and appreciate it.
Handsets: Where are they? Well, you can pick up your ThinPhone at US West today. You can think about a Nokia phone, but there are none available. You can buy a 4 oz. ThinPhone now, or wait for the 6 oz. Nokia someday. You can get extended talk/standby times now, or get talk/standby (times that our Finnish fanatic deemed dismal not too long ago) from Nokia eventually, at twice the price. It was important to get ASICs to Japan first--there are a potential 5 million subs there this year. They best pay attention to their ASIC needs. The Nokia offering is poor at best. The idea that GSM phones get the "good stuff" and CDMA phones get the "old stuff" is ludicrous. Nokia has trouble making a CDMA phone. Period. Their offerings are poor, and invariably way late. The vaunted Tri-mode advantage is an odd rally cry being that there has not been a demand as of yet for such a device. If The Airtouch/BAM/PrimeCo customer is the target, we have yet to see any roaming agreement there, and the market is small at best.

3)No vibrating ringer--sorry. No cover either.
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