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


To: marginmike who wrote (1670)9/18/1999 10:01:00 AM
From: slacker711  Read Replies (1) | Respond to of 13582
 

I knew the brokerages couldnt be posting their good reports on the web...I assume that you read a hard copy report because there is nothing new available on the Q at this site....

smithbarneyresearch.com

One interesting thing on the site was that they said MOT was using more TXN DSP's for their cell phones (TDMA and GSM). They really cant get anything right.

Slacker



To: marginmike who wrote (1670)9/18/1999 10:51:00 AM
From: gdichaz  Read Replies (1) | Respond to of 13582
 
Marginmike: Many thanks. I will follow up on your suggestions. One of the most interesting possibilities is a company that might be able to help breach Fortress Europa and assist in an "Opening to China". Clearly Siemens, Phillips, Alcatal (?), or even Ericsson (the uninterested company) might help with Europe. And a Korean company with China. And of course a Japanese heavyweight might make sense. Maybe there could be a new joint venture between a European company , a Korean company and a Japanese company. Now that would be fun. It would be even more interesting if the Q had some technological control someway somehow. All worth watching. Think Dr J will do well on this. Chaz