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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: KyrosL who wrote (32261)	6/13/1999 4:20:00 PM
From: LindyBill	Read Replies (3) \| Respond to of 152472

Well gang, Compliments of Ozeir"s email to Moore, here is our answer on what Moore thinks of Qualcomm: (Moore wrote the book, "The Gorilla Game") Ozeir.Nassery@ual.com writes: << Subj: Qualcomm: a Gorilla or a Prince ? Date: 6/10/99 7:43:24 AM Pacific Daylight Time From: Ozeir.Nassery@ual.com To: GeoffMoore@aol.com CC: LindyBill@home.com, MBUCKLEY@aol.com, kandy@candy.ultranet.com Hi Geoff, A few of us have a position in Qualcomm and we feel that the company truly is becoming a gorilla. But in one of your digests you stated that the company is not a gorilla but rather a prince in a market where Erricson is the king. I have done a lot of research and I have read some of the techie's comments in the Silicon Investor's web pages regarding your comments. The feeling is that the future of wireless will be using CDMA technology and Qualcomm is in the position of receiving licensing fees and royalties from every single CDMA phone sold world wide. Can you please take a moment and review this company and let us know in a little more detail as to why you don't think their future business model does not have the characteristics of a gorilla like MSFT or INTC. I know you are very busy person and I want to thank you in advance for your input. Ozeir >> Gang, As you guys know by now, I am not a stock-picker per se, so I comment on methods, not on specific answers. Here's the key question for Qualcomm. How much proprietary control did they have to give up over CDMA in order to get the Ericcson deal? I am not close enough to the situation to know, but I had inferred from the press coverage I read that basically they had to essentially open up the standard and relinquish control to get the deal. That's what you need to find out. Now, supposing they did, they still should have significant advantage in designing to the strengths of the standard--hence their ability to compete in a royalty game. But the G3 implementation that incorporates CDMA will, I am guessing, roll out sooner and faster in Europe than in the US. If that is the case, then I think the European vendors will have a significant execution advantage, hence my guess of prince for Qualcomm rather than king. But please note the assumptions I am making. Another plausible future might go like this. Qualcomm licensed CDMA but kept some Trojan Horse technology which can create a significant performance edge while still not violating the standard. Under this model, its products simply outperform the others, and it rises to king. I do not see how it can get to gorilla. The telecomm market has been sensitized to gorilla power by the PC market, and by Cisco's gorilla power in the data market, and I would be shocked if it had granted Qualcomm gorilla rights for CDMA. But, as I said, I do not have the facts here, just the models. Geoff My initial comment? Moore admits he has not done his DD, and is wrong, of course. LindyBill

To: KyrosL who wrote (32261)	6/14/1999 12:12:00 AM
From: quidditch	Respond to of 152472

OT: m and Kyros, thanks. Weekend Regards. Steven

To: KyrosL who wrote (32261)	8/12/1999 1:23:00 PM
From: KyrosL	Respond to of 152472

QUALCOMM orders Canadian Marconi's New GPS-based Smart Antenna MONTREAL, August 11 /CNW/ via NewsEdge Corporation -- Canadian Marconi Company announces that QUALCOMM Inc. of San Diego, California, has placed an initial order for over 2,500 Smart Antennas that will be used in a truck-mounted commercial communications system by customers in Brazil and Mexico. The recently launched Canadian Marconi Smart Antenna is a rugged, Global Positioning System (GPS)-based receiver and antenna, designed specifically for the vehicle tracking and trucking environments. According to Davis J. Gammage, Program Director at QUALCOMM, ''We selected the 12-channel Canadian Marconi Smart Antenna because of its high-performance design and durability. Canadian Marconi's responsiveness to our tight delivery requirements was also an important factor in our selection.'' QUALCOMM Inc. is a leading supplier of digital wireless communications products and services and is the innovator of CDMA (Code Division Multiple Access), a technology that has become the recognized standard for the wireless communications industry. Canadian Marconi's line of electronic components includes displays, panels, hybrid microcircuits and GPS boards and receivers. Its line of low-cost GPS boards and receivers has been developed for the consumer market. Applications range from automatic vehicle location systems, marine navigation, golf yardage systems and surveying systems, to military applications requiring commercial off-the-shelf solutions. Canadian Marconi Company is a leader in the design, manufacture, sales and support of high-technology electronic products for the aerospace and communications markets. /For further information: Hubert Pellerin, GPS OEM Product Manager, (514) 748-3000, ext. 4216, Fax.: (514) 748-3017, E-mail: hpellerin(at)mtl.marconi.ca or Janka Dvornik, Public Relations Manager, (514) 748-3113, Fax: (514) 748-3184, E-mail: jdvornik(at)mtl.marconi.ca/ (CMW. CMW)

To: KyrosL who wrote (32261)	8/12/1999 1:27:00 PM
From: KyrosL	Read Replies (1) \| Respond to of 152472

FCC grants QUALCOMM pioneer licence, will pick location 'promptly' WASHINGTON TELECOM NEWSWIRE via NewsEdge Corporation : The FCC awarded Qualcomm a PCS pioneer preference license as ordered by the U.S. Appeals Court, D.C., but will have to spend more time to identify "suitable frequency spectrum," the Commission said today. In a two-paragraph order, the Commission said it was acting in response to the court's order, which marked the second time an appeals court sent the issue back to the Commission for action (WTN 1208-99, 1203-99, July 23). Qualcomm in 1992 had requested the pioneer preference license for South Florida, but the Commission first determined its proposal technology wasn't pioneering and declined to give Qualcomm a license. The appeals court upheld Qualcomm and directed the Commission to review its decision, but during that review the Congress required the Commission to issue licenses through competitive bidding. The court said the FCC erred in dismissing Qualcomm's case, when the court had required resolution. (WTN 1300-99)