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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 166.59+0.9%10:11 AM EST

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To: DaveMG who wrote (31503)6/2/1999 11:39:00 AM
From: Valueman  Read Replies (1) of 152472
 
US West has been a particularly good ally for QCOM, especially in regards to data. They also signed a $120 million contract, which put them on the top of the list for ThinPhones. Patience will bring these models elsewhere. In this case, it is a matter of ramping up production, not whether the phone works. I applaud Motorola forgetting the StarTac out. Good work on their part, good royalties on ours. I still hear the QCOM management saying that QCOM labelled product will increase market share to 42% by taking market share. They do not make idle comments like that without a way to back it up.

Two reasons we haven't seen Japanese phones here. One is the HUGE demand in Japan--why export when you can sell all you make in your home country. Two, is there a market in the US for teenie-weenie handsets? I am not sure of that. They are not sure either I bet. Who wants to go first?
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