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

To: SKIP PAUL who wrote (501)	8/3/1999 8:57:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 13582

QCP820 secret signals It worked!! Now hear this. Telecom New Zealand is to announce today a cdmaOne network for New Zealand. This will be in the 800MHz range because the Maoris stymied the 2GHz auction. I don't have details yet. It will be to replace their analogue network which has excellent coverage. They will overlay it one to one, almost certainly. I bet that it will be Ericy supplying the gear from Lusk Boulevard and I have been waiting for this announcement for a couple of months now as regular readers know. This will be something like a $300m order [just guessing from the cost of the Vodafone network and a few things]. There are objectors to new cellphone towers and in the interests of a rapid buildout to stop Vodafone getting all the customers, they must mover fast. My little QCP820 which I bought and used out here for a while before sending it back to live in California seems to have done the trick [it was sending secret signals back to San Diego, calling for help = it obviously worked because now all is well]. Have to go celebrate. Mqurice PS: Tero, come out, come out, wherever you are. They will be up against the Vodafone GSM network. We'll soon be seeing how well GSM will do. It won't take long to instal since the towers and stuff are already in place. Maybe by Xmas I'll be using a ThinPhone...Yipppeeeeeeee

To: SKIP PAUL who wrote (501)	8/3/1999 9:10:00 PM
From: JohnG	Respond to of 13582

SSB sees MOT entry into ASIC merchant sales as positive. JohnG --SUMMARY:--QUALCOMM, Inc.--Telecommunications Equipment MOT, which has been paying QCOM royalty fees on its CDMA infra & handset sales, could soon make CDMA ASICs, adding yet another royalty stream to QCOM. In fact, MOT announced today it would make CDMA chipsets. * We believe MOT's potential entry into the CDMA ASIC marketplace could potentially be a boon for QCOM for several reasons: (1) Most, if not all, 3G phones will be CDMA based; (2) 5 Billion mobile phones could be sold over the next 5 years; (3) There's 2 1/2x more mobile phones sold today than PCs; (4) QCOM alone cannot supply the entire ASIC marketplace; (5) ASIC mkt reqs met by other manufacturers ALL result in royalty fees to QCOM * Believe this is a big POSITIVE for QCOM, not negative, which may be initial reaction. Rate QCOM a 1H with $210 price target; would be buyers of stock on weakness.