Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ramsey Su who wrote (1738)	9/21/1999 12:05:00 PM
From: Caxton Rhodes	Read Replies (2) \| Respond to of 13582

FWIW, I saw a Sprint PCS add on the tube last night, showing off the Thin Phones internet capability. You could clearly see the Qualcomm logo. Caxotn

To: Ramsey Su who wrote (1738)	9/21/1999 12:17:00 PM
From: Jeff Vayda	Respond to of 13582

Go ahead Ramsey, throw some stuff out there. Being the PC thread, perhaps rehashing the 'Good News - Stock Price goes Down' line is getting somewhat tiresome. (The NEW Qualcomm sure acts like the old one!) I know how they are going to use the billion they raised earlier this year, they are going to use it to pay off all the stock options held by the handset people! This weeks news has a nice convergence ring to it. The world is getting smaller which paradoxically grows the pie. (re: Telecom operators and choices for the infrastructure - even though some have said all along certain choices are 'toast') How is a shareholder to keep track of all the divergent uses of our beloved CDMA. Last year we had more people with longer time horizons. Now we are run out by momentum players, it is not surprising that they have little to add wrt the grand plan. Heck I've been around for a while and my brain hurts thinking about it. (Then again, my brain hurts when I am not thinking, but that is another story.) In summary: Leap, signs LU and ERICY to deals: SUPER BAM and VOD, No net change, they are already inline. I dont think synergy benefits the Q that much. Nextwave: Still a couple years out before a meaningful addition to the bottom line - if then. Jeff Vayda