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

To: Maurice Winn who wrote (35202)	7/16/1999 1:30:00 AM
From: JGoren	Read Replies (4) \| Respond to of 152472

I think the quarterly report will show the handset division is doing much better than anyone expected; will clearly show that there is no handset division sale in the offing. I think you will see great sales and increasing margins. A nice event would be announcement of a chip deal with Nokia. I am a little concerned that the conference call may be less revealing than we might wish, because the impending offering may make management very skittish about saying much about the future. One interesting thing about the quarter. The company is manufacturing and shipping as many Thin Phones as it can. How many Thin Phones were shipped before the end of June, even though they are just now reaching the shelves? In the past, new handsets came out in the fall--the company's fourth quarter. Could the roll out of the Thin Phone be dramatically increasing volumes in the 3rd quarter? Remember, too, that the Thin Phone is the most efficient phone ever to be produced by the company, which means that even with the same production lines, many more phones can be built. Can anyone speculate on how the Thin Phone could be affecting the report? Texas Instruments announces 2 for 1 stock split. Message 10527214

To: Maurice Winn who wrote (35202)	7/16/1999 2:05:00 PM
From: Ruffian	Respond to of 152472

Mo, I always knew you could hit the curve ball> Prepaid Products Proliferate By Brad Smith Hitesh Shah knows from experience the power of prepaid telecommunications products. As a newly arrived foreign national student at a U.S. university in 1993, Shah couldn't even call his parents to let them know he had arrived safely. He had no credit, and prepaid telephone cards weren't available. Shah is now product marketing director for Centigram Communications Corp. of San Jose, Calif., which just announced a product that would have helped him call his parents. Centigram's new C-PrePaid product, which will be available in October, is aimed at wireless and wireline carriers. The company also introduced an enhanced services platform for the prepaid product that complements the company's Series 6 server. Prepaid subscriber revenue is expected to more than double for U.S. wireless carriers in the next three years, a forecast that hasn't gone unnoticed among both the carriers and the vendors of prepaid software and hardware. Surveys show prepaid subscribers cost less to service than the traditional customer. What's more, prepaid revenue for wireless carriers is expected to reach 5 percent of total revenue this year. That threshold will encourage more carriers to acquire and promote prepaid products. There is the perception that prepaid solutions are limited to the "credit-challenged," those who can't get credit because of a bad debt history. That's true to an extent, but Shah said it also is attractive to subscribers who want to know exactly how much they are going to spend every month, including corporations who want to limit their employees' wireless use. Prepaid also is attractive to customers who want to remain anonymous, as a gift and for temporary customers, like travelers. In the latter case, a traveler might buy a month's service but use only a portion of it and the surplus goes to the carrier as an extra source of revenue by the carrier. These uses all can open up new revenue-generating sources for carriers, Shah said. Using the new Series 9 platform, which is connected to the Series 6 system, carriers can implement prepaid as well as a range of enhanced services like short messaging and voice and fax messaging for up to 250,000 subscribers. It also can be used by Internet service providers.