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

To: Ramsey Su who wrote (764)	8/11/1999 6:57:00 PM
From: JMD	Read Replies (1) \| Respond to of 13582

Ramsey: "Your link to the link to the cheerleading post is totally worthless" . .Not true! Q jumped 2 1/4 at the close within seconds of my post, ergo personal net worth went north $225.00. O.K. maybe I was pulling your chain a bit, but the last three weeks have been brutal. To crawl back into your good graces: engineer, PLEASE discuss what a GSM carrier would face if he/she/it decided to do a CDMA overlay. Is it out of the question to think Ericy or T might consider this as an option? Has to be cheaper than ripping out the old and starting over, right? We have now determined that T did part with $12 billion for McCaw not too long ago. I can't imagine they'd walk it--if you were Mike Armstrong what would you do? What happened to the VOD trials in Europe almost 2 years ago? Real simple as far as I can tell: if AT&T goes CDMA, Qualcomm is a very undervalued stock. Musings from the License Plate Manufacturing Division, Pelican Bay, California. No. 33376855

To: Ramsey Su who wrote (764)	8/11/1999 7:00:00 PM
From: Caxton Rhodes	Respond to of 13582

The bad news about nextel is they are not cdma backers. Caxton

To: Ramsey Su who wrote (764)	8/11/1999 7:02:00 PM
From: Caxton Rhodes	Respond to of 13582

Ramsey- I disagree, the author of The Gorilla Game's opinion is relevant. Caxton

To: Ramsey Su who wrote (764)	8/11/1999 7:17:00 PM
From: Robert Sheldon	Respond to of 13582

OK, I'm gonna bite like a trout. * I was discussing royalties with a fellow QC investors and conclude that QC can make the current FY00 estimates of $3.19 just based on royalties alone.* Could you please outline these discussions so that I can see just how you arrived at $3.19? For example, does this include MOT at a new, or legacy, rate? Thanks.