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

To: Valueman who wrote (39799)	9/5/1999 11:11:00 AM
From: gdichaz	Respond to of 152472

Valueman: Beautiful. Chaz

To: Valueman who wrote (39799)	9/5/1999 11:51:00 AM
From: slacker711	Read Replies (1) \| Respond to of 152472

Another possible explanation for the fact that margin expansion may not be according to plan is Globalstar. The softrollout for Globalstar probably limited the number of phones that the Q will ship this quarter. Anyone have the numbers for margins and quantity of G* phones? With the large margins on these phones a small change in quantity would have had an outsized impact on margins. Slacker

To: Valueman who wrote (39799)	9/5/1999 4:39:00 PM
From: DOUG H	Respond to of 152472

>>Do you really think that CDMA growth has ceased? Will the new systems firing up worldwide halt the growth of QCOM? Will the rollout of data and the myriad of higher priced gadgets lower the royalties received? Will the inclusion of ASICs in laptops as a standard piece of equipment put an end to QCOM's rise? Will the buildout of a nationwide Sprint data-centric network, coupled with the joining of BAM and Airtouch into a second nationwide CDMA network, complete with data, make QCOM's growth rate slow? Will the addition of ERICY as a CDMA infrastructure supplier and marketer wound the QCOM CDMA franchise? Will deployment of both mobile AND WLL CDMA systems in such places as Brazil cap our earnings abilities? Only the informed can answer these questions. Or, alternatively, one can make investment decisions based on the chart looks ugly.">>>>> Valueman, Made me want to go out and buy more, then I realized the markets closed. Gotta wait till Tuesday!