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

To: LBstocks who wrote (44735)	10/14/1999 3:53:00 PM
From: LBstocks	Read Replies (5) \| Respond to of 152472

Alex Cena of SSB just issued a report which says "Intel's Entry into CDMA Net Positive to QCOM". Other important points: CDMA licenses do not automatically transfer to INTC INTC will have to renogotiate & QCOM in its sole discretion can decide whether it is in its best interest to issue a royalty-bearing license to INTC based on INTC's dominance in PC market and the potential for INTC to accelerate mobile data market, we believe QCOM would be a net beneficiary of INTC becoming a licensee thus, QCOM is likely to issue INTC a royalty bearing licenste if INTC were to agree to QCOM's normal and customary terms that 75 additional licensees have already agreed *we continue to recommend QCOM with a 1H rating