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

To: Maurice Winn who wrote (37188)	7/26/1999 9:10:00 AM
From: JohnG	Respond to of 152472

Mauq*rice. Big week for Q. All the TA's say down, down. All the news says up,up. Will investors drive with their rear view mirrors or simply look out their front windows? JohnG

To: Maurice Winn who wrote (37188)	7/26/1999 9:40:00 AM
From: JohnG	Read Replies (2) \| Respond to of 152472

Maqurice. You ask what is the Positive news that could life Q's price despite the TA's concerns. 1) Appeals court has ordered FCC to give Q an fee license in a major metro area comparable to Miami/ Fort Lauderdale. 2) ERICY announced last week that they would begin building CDMA phones using Q's ASICS--Ate the crow feathers and all. 3) G has 32 birds in orbit--enough to start limited satellite phone service. Q will make the CDMA/ G* phones and ERICY the GSM/G* phones. 4) Q has presumably completed their stock offering and should have an added $1.07 billion from it in thir bank account to fund any immediate expansion plans. Q's stock price appears to have recovered somewhat from the confusion surrounding the offering despite the unfortunate circumstance that the offering happened to fall on one of the worst NASDQ down days in months. 5) Dr. Jacobs pointed out that GSM can be converted to CDMA using a simple air overlay. ERICY spokesman hinted that US GSM operators were asking them for such an overlay. Dr. Jacobs stated that GSM operators would be better served to switch to CDMA ver ?? than AT&T's EDGE because CDMA allows twice the voice bandwidth and the same data bandwith and both will be ready at the same time. 6) SPRINT PCS has just placed a $400MM order for Q's Thin Phone and PDQ phone (which will include internet browser software--GeoWorks?? I believe). 7) Q just completed their most profitable quarter ever with pro forma earnings of $0.86/share (with all expenses related to the terrestrial division and its sale to ERICY removed). Further, mgt said future growth would be sequential based on the June Quarter's results. 8) Sony turned over production capacity at their JV plant to Q and are leaving the US market (leaving their 7% high end market share to --guess who?) to focus on Japan and Asia CDMA market. 9) Toyota wants to merge its Japanese CDMA operator with the other Japanese CDMA operator to put further pressure on the slow, sleepy NTT DoCoMo which says it won't have CDMA until 2001 because the want to wait on the W-CDMA version. There is More!!! But my fingers are tired. JohnG 6)

To: Maurice Winn who wrote (37188)	7/26/1999 1:07:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 152472

Maurice, Good Call> From the July 26, 1999, issue of Wireless Week Access: Here, There, Everywhere Wireless E-commerce Provides Mobile Transaction Tool By Brad Smith It's all about time and money. It's also about making the traditional office obsolete. As the number and types of wireless e-commerce services proliferate this year, they all have the use of time and money in common. Wireless e-commerce is following the path of the Internet, but it is also giving that path ubiquity with its anytime, anywhere capabilities. For some, that renders offices unnecessary, except as a central repository of data, communications and ideas. Recent weeks have brought a spate of announcements on new services that push the boundaries of wireless e-commerce. These new services are aimed at real estate, lending, government services and online banking. The upshot? A two-way tool for business and consumers that allows businesses to sell products and services and for mobile consumers to complete the transaction. "What all these services have in common are financial applications and that they are time-critical," said Alan Reiter, president of Wireless Internet & Mobile Computing. Domestic providers are following Europeans in this evolution, he added. Norwegian carrier Telenor Mobil, for instance, enables customers to use a wireless handset to check theater listings, reserve seats and pay for tickets. British carrier CellNet has sold about 150,000 handsets for use with a wireless banking service. Handset sales are outstripping those of personal computers, and more than 12 million handsets with Internet-access capabilities will be sold next year, according to the International Data Corp. These numbers are attracting a widening audience of e-commerce solutions. In the United States, BellSouth Wireless Data LP has started supplying its interactive paging service to all the field loan officers of K. Hovnanian Mortgage Co. Hovnanian's loan officers in New Jersey, Pennsylvania, North Carolina and Florida will use the service and Research In Motion Ltd.'s Inter@ctive Pager 950 as a remote tool to streamline loan applications. "Wireless data communication has streamlined our internal communications and, in the process, saved the company time and money," said Jim Graf, senior vice president of the mortgage company. The Tornado Electronic Messaging Service in Minden, Nev., also licensed its unified messaging service to HomeSeekers.com Inc. to link real estate agents in the field to a central database of prospects and contacts. The Miami-Dade County Building Department recently started using the in.Touch software from ClientSoft Inc. to wirelessly link building inspectors to legacy data and applications in the office. Instead of waiting days for results, contractors get approvals in minutes. Finally, the largest bank in the United States, Bank of America Inc., is working with software developer 724 Solutions Inc. to turn wireless devices into "portable banks" for its 32 million customers. The applications allow simple inquiries, plus fund transfers and bill payments. Analyst Reiter sees a common thread: "The whole thing is financial. If money is involved, people care."