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

To: Gregg Powers who wrote (1272)	9/3/1999 7:35:00 PM
From: 2brasil	Respond to of 13582

ot--Globalstar names Navarra president NEW YORK, Sept 3 (Reuters) - Globalstar Telecommunications Ltd., the satellite telephone company set to initiate service, said on Friday that Anthony Navarra, its acting chief operating officer, was named president. Navarra, was named acting chief operating officer in March when Douglas Dwyre, retired as president. Dwyre remains on the board. Globalstar, which is set to begin service in about a month or two, plans to provide service through a network of 48 satellites. With a 45 percent stake, New York-based Loral Space & Communications Ltd. (NYSE:LOR - news) is Globalstar's largest equity owner and is its managing partner. Shares of Globalstar Friday closed up 1-3/8 to 25-7/8 on the Nasdaq. More Quotes and News: Globalstar Telecommunications Ltd (Nasdaq:GSTRF - news) Loral Space & Communications Ltd (NYSE:LOR - news) Related News Categories: options, US Market News Help Copyright © 1999 Reuters Limited. All rights reserved. Republication or redistribution of Reuters content is expressly prohibited without the prior written consent of Reuters. Reuters shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. See our Important Disclaimers and Legal Information. Questions or Comments?

To: Gregg Powers who wrote (1272)	9/3/1999 9:43:00 PM
From: Jon Koplik	Read Replies (3) \| Respond to of 13582

Pardon me, but could anyone on this thread spare some Grey Poupon mustard ? (I hope Ramsey lets me sit at the table if I attend the SI lunch after the next annual meeting). Jon.

To: Gregg Powers who wrote (1272)	9/3/1999 11:16:00 PM
From: DaveMG	Read Replies (1) \| Respond to of 13582

Hi Gregg... So, on the margin, QPE can get dinged for a few points of spread by the competition...but the pain inflicted on the competitors is greater than the pain inflicted on Qualcomm Not to restart from ground zero an old discussion but that statement is only partially true I believe. For example, Nokia's CDMA handsets are a relatively small percentage of it's entire production volume so the "pain" it feels is relatively benign. Additionally the price that it pays for many standard components are likely to be lower than Q's so the playing field is not exactly even before Q's royalty and ASIC advantages kick in. This has been an argument that Tero has been making forever. It seems to me that as long as CDMA remains a much smaller standard than TDMA/GSM, this type of discounting for market share pressure by the bigger multi- standard manufacturers is going to be an unpleasant fact of life which the QCOM handset division may or may not survive. Thanks for dropping in... Dave

To: Gregg Powers who wrote (1272)	9/4/1999 4:21:00 AM
From: Jack Bridges	Read Replies (1) \| Respond to of 13582

Technically, the stock had breached its upper channel line with negative divergence at a low-volume top, warning of a sell-off. Price has now returned to the lower channel line for the fifth time since March. The jolting adjustment was exacerbated by abnormal profit taking of abnormal profits; bunched up stops, and day traders who have made Q one of their favorite vehicles. It must have been a sobering experience for newcomers. This sell-off is somewhat reminiscent of what happened to FNMA in the early '80s when Volker gave rates their last squeeze. Here was the backbone of the mortgage industry getting slammed as though rates would never come down and Americans would never again want to own their homes. C'est la vie. Jack Bridges

To: Gregg Powers who wrote (1272)	9/8/1999 4:25:00 AM
From: moat	Respond to of 13582

Gregg, You wrote the following one year ago (old Q thread post #13945, 8/19/1998, link provided below): "BellAtantic's system is far superior to Sprint's and I have found that most of the 800mhz carrier systems perform better than Sprint's ... I have three Qualcomm phones: a QCP-800, a QCP-820 and a QCP-2700, plus a Nokia 6160 (US-TDMA) and a Nokia 2190 (GSM). The Nokia phones ARE WONDERFULLY EXECUTED with nice feel, excellent ergonomics, and are solidly built. Voice-quality on the 6160, however, is terrible, unless you are accustomed to gargling marbles whilst conversing on your portable. I just cannot figure out what ATT-Wireless is thinking. The 2190 (GSM) performs well sometimes and gets almost US-TDMA warbly at others. Overall, GSM is much better than US-TDMA, but IMHO does not compare with a "good" CDMA network. CDMA call quality is influenced profoundly by geography (I believe this relates to equipment vendor) and operator. Sprint is cheap but coverage is spotty, plus I get annoyed with all the dropped calls. Finding analog coverage, which you are thereby entitled to overpay for, remains more trial-and-error than systematic. Today, IMO, Sprint is a decent, cheap service for the consumer, while it is probably not ready for the primetime business user. The GTE, BANM and Airtouch networks that I have used are excellent. Most of the time people have no idea that I am on a cellular phone...and this is of particular importance to me, since I am often calling clients from the road." Did you purchase more handsets during the past 12 months? Why are 800mhz networks typically better than 1900mhz's? Could you give us an update on the quality of handsets and networks today (from your own experience)? Thank you. p.s. here is the link to that post from a year ago: Message 5536599