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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: quidditch who wrote (207)	7/26/1999 10:11:00 AM
From: Jeff Vayda	Respond to of 13582

Just some random thoughts about the G* and the Service Providers. I am concerned that G* is not a large percentage of their business and as such they may not be motivated to support G* as much as we shareholders would like. I am confident that the SPs know their customers better than we do. I am concerned that the SPs will be late to the game and the street will hammer the G* stock price as a result. I am confident that BS has built-in enough performance clauses into the contract that the SPs will produce. I am concerned that Eric is a major supplier of GSM phones and they are lagging in the phones production due to their internal requirements in other areas. I am confident that CDMA will be the driver of the market and that Qualcomm can support. I am concerned that Qualcomm is capacity constrained. I am confident that China will be a very large market. I am concerned that the internal/external politics involved with China will hamper the G* roll out. I am confident fixed phones will be a big supplier of MOUs. I am concerned that more information on fixed phones is not available. I am confident that another G* launch in August will supply us with the sats necessary for a system start. I am concerned with the remaining launches aboard Soyuz launchers. I am confident after a successful launch. I am concerned that we are yet closer to the system launch, and hear nothing from the SPs. I am confident because, when was the last time the SP really flooded the market with information? Long on G*, just some random Monday morning comments. Jeff Vayda