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


To: Kent Rattey who wrote (44124)10/11/1999 5:07:00 PM
From: Ruffian  Read Replies (6) | Respond to of 152472
 
Here we go>

10/11 16:13 Princeton, New Jersey, Oct. 11 (Bloomberg Data) -- Qualcomm Inc. (QCOM US) was
downgraded to''maintain position'' from ''accumulate'' by analyst David Heger at A.G. Edwards & Sons Inc.






To: Kent Rattey who wrote (44124)10/11/1999 5:53:00 PM
From: Bux  Read Replies (2) | Respond to of 152472
 
The problem with COMS is that the price may be higher because they stuffed the channel, which they have done TWICE in the past. When they finally fess up, you have lost your money.

If that happened to you, I'm sorry. My cost is $26 and that price is not based upon channel stuffing so I think I am sitting pretty good. Like any stock it may go lower in the short-term but I have a lot of faith that COMS has already started to benefit from institutional buying and will withstand a market downturn better than most techs since there are no significant profits to be taken.

The two negative responses I received have helped confirm that investor sentiment has bottomed. Investor confidence will take a long time to get back but if this company turns around as I expect, the change in investor sentiment that will slowly follow will be worth a 50% gain in itself although it will be distributed over a period of perhaps two years. 3Com has good consumer recognition and people in the industry tend to have a high opinion of the quality of their products. If 3Com can learn from their past mistakes and position themselves in the rapidly expanding market for wireless network equipment the results will be explosive. My position in QCOM is over 20 times the size of my total 3Com purchases so I am not too concerned that this turnaround might take a year or so. I'm not much of a gambler but the few times I have played roulette I didn't put my chips on red or black and I didn't spread them all over the table covering just about every number, I put the chips on just one or two numbers. What a ride! But 3Com (going forward) has much better odds than Roulette.

Bux



To: Kent Rattey who wrote (44124)10/11/1999 9:57:00 PM
From: Kent Rattey  Read Replies (1) | Respond to of 152472
 
Alcatel and Motorola Air Third Generation Capability At Telecom 99

Alcatel at Telecom 99 - Hall 4, stand n(degree) 210

GENEVA--(BUSINESS WIRE)--Oct. 11, 1999-- Alcatel and Motorola have announced the live demonstration of the jointly developed UMTS Terrestrial
Radio Access Network (UTRAN) at Telecom 99. Identical equipment and basic functions will be shown live on both stands.

On show at the Motorola Stand at Telecom 99, the groundbreaking W-CDMA air interface demonstration will showcase the capabilities of third generation
cellular technology to deliver two way data services, advanced IP based multimedia applications and wireless video communications.

On the company's stand, Alcatel's 3G Mobile global approach - infrastructure, applications and services - is demonstrated via a third generation concept
terminal - the Alcatel mobile evolution vision. Visitors will be able to dive into the multimedia wave with applications including Web browsing, video net
meeting, e-mail and e-commerce.

The UTRAN solution on show includes both cellsite and terminal components supporting a variety of applications, and is real time proof of the technology
being developed to enable mobile access to leading-edge Internet services. Visitors to Telecom 99 can experience the capabilities of 3G, and can see the first
results of the cooperation agreement announced by Motorola and Alcatel earlier this year.

The UTRAN solution leverages the extensive experience of Alcatel and Motorola in the development and implementation of both radio and core network
solutions in GSM and CDMA wireless networks. The timely delivery of commercial UTRAN systems will enable cellular network operators to take early
advantage of the first wave of third generation deployment, and bring the promise of third generation to the commercial market. The cooperation agreement,
announced in February this year, includes the joint development by Alcatel and Motorola of total, integrated CDMA digital network infrastructure and Third
Generation Mobile communications network offering.

The agreement allows both companies to leverage their complementary resources, including research and development expertise, and will help to ensure
customers have rapid access to the latest technologies with closely integrated systems and faster product availability to both CDMA solutions and new future
UMTS applications.