SI
SI
discoversearch

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: nbfm who wrote (2526)10/19/1999 11:16:00 PM
From: Ruffian  Respond to of 13582
 
From Yahoo; Sprint's Opinion>

Just went in to sign up for Sprint Wireless Web Data and pumped the Sprint reps for information. For what
it's worth:

Qualcomm 1960, 2760 Thin phones are largest demand-wise, at $99 or so, bang/buck perceived very high,
data ready; Touchpoint and Samsung 3500 moving briskly as well, sharp looking phones but $150+;
Neopoint moving but a little slow due to high cost, $300+ but sharp looking. All of these phones were sold
out in all the stores in town.

Motorola Startac and Nokia 6185 are not moving and/or being returned for poor quality. Reps were doing
side-by-side call tests with Qualcomm/Touchpoint/Samsung compared to Nokia/Motorola demonstrating
difference in sound quality.

Looking a little closer, it looks like all of the phones in the 'selling well' category use the Qualcomm chipset.
All of the phones in the 'having trouble' category use non-Qualcomm chipset.

My point: CDMA market exploding, only chip that works seems to be a Qualcomm one. Qualcomm
handset business probably making lots of money - should fetch a nice price when sold. Nokia and Motorola
having trouble, maybe looking for a nice path to use Qualcomm ASICs? Only 64 shopping days till Xmas,
who's going to have the big present under their tree?




To: nbfm who wrote (2526)10/20/1999 6:45:00 AM
From: 100cfm  Read Replies (2) | Respond to of 13582
 
regarding earnings, i come up with the following:

154m proforma earnings 3rd qrt.(using proforma because hopefully we won't have any non-recurring charges and the terrestrial business was sold.)

93m in license, royalty and fees

11m total units sold in q3

154m total net - 93m in royalties&etc=61m other net income.

using 97 to 98 growth rate of 171%= 42%per qrt.

11mX42%= 15.6m units for q4.
93m/11m=8.45(aprox.) per unit
15.6m*8.45=132m license and royalties
132m+61m other net(assuming omnitrac & globalstar remained constant) = 193m total net income/188m diluted shares=$1.02

granted there are some unknowns, such as global star developement fees, and how far did asp's fall, which effect royaltie fees. so i say knock 5%off to be safe.
that leaves you with .97cents.

i could be way off,but since these are the only numbers given in the quarterly report it's the best guess i can come up with.
would like to see more theories on earnings estimates.



To: nbfm who wrote (2526)10/20/1999 12:06:00 PM
From: LBstocks  Read Replies (3) | Respond to of 13582
 
CDMA scores the best in SAFCO test>

SAFCO Completes Wireless Network Benchmarking Surveys in Five Florida Markets; Wireless Survey Covers Miami, Orlando, Tampa, Jacksonville and the Space Coast

CHICAGO--(BUSINESS WIRE)--Oct. 20, 1999--Using its industry leading Portable VoicePrint(tm) system, SAFCO Technologies Inc., a Salient 3 Communications company (NASDAQ:STCIA), recently completed a 43-day, 6,400-mile data collection survey of five of the largest wireless markets in Florida. More than 47,000 calls were placed on analog and digital networks in Miami, Tampa, Orlando, Jacksonville and the Space Coast, covering 13 counties including Florida's major tourist areas and beaches. All of the major wireless interface technologies, including CDMA, TDMA, GSM, iDEN(R) and AMPS, were sampled in this survey.

In the study, the carriers were compared using four major categories of Voice Quality (EMOS -- electronic mean opinion score), Performance (dropped calls), Capacity (blocked calls) and Coverage (no service). In addition to these parameters, SAFCO measured key engineering metrics for each technology.

Across all five markets tested, CDMA consistently scored the best in voice quality. The aggregate score of the best CDMA network in each market was 3.43 (on a scale of one to five with five being the best). All of the digital networks measured -- iDEN(R), GSM, TDMA (IS-136) and CDMA -- exhibited strong voice quality performance. The analog networks surveyed did not perform as well in voice quality as any of the digital networks in these markets. The call statistics were very competitive, especially in Jacksonville and Tampa, where 16 of 17 networks had less than 2.5 percent of the calls blocked or dropped.

"The Florida studies add to the comprehensive set of data SAFCO maintains on wireless networks. With almost 200 networks surveyed, SAFCO is well on its way to doing for wireless what Nielsen does for television," said Marty Singer, SAFCO president and CEO.

SAFCO's surveys show that voice quality alone is not always the key to a winning network, but that the entire network must perform well as a complete system by providing good coverage, adequate radio resources, optimized networks and superior voice quality. In the case of the Florida markets, SAFCO's data show that three of the five markets surveyed are suffering from coverage and/or capacity issues.

Network benchmarking not only provides valuable information to operators, vendors, financial institutions, tower management firms, industry trade groups and consumer groups, but also provides marketing intelligence necessary to remain competitive and informed in the rapidly changing world of telecommunications.

In 1999 alone, SAFCO has conducted surveys in more than 15 major wireless markets including Atlanta, Charlotte, Chicago, Washington, D.C., London, Tel Aviv, Israel and Hong Kong. SAFCO currently maintains a network performance database of close to 200 networks. At the end of this month, SAFCO plans to release much-anticipated reports on New York City, Philadelphia and Boston.

Detailed statistics and geographic presentations are available for the five Florida studies and for others in the SAFCO benchmarking archives. For further information on these surveys, or to find out when SAFCO will be in your market, contact Bob Joslin or Jim Anderson, SAFCO's management team for network benchmarking services, at (407) 952-8300. To purchase a report or a series of reports, please contact a SAFCO sales representative at (800) 843-7558.

A leading international supplier of wireless planning, measurement, analysis and predictive tools, SAFCO commands a global presence with products and services deployed in more than 50 countries. SAFCO is a one-stop source for tools that benchmark and improve wireless network performance, all supported by world-class network design, system engineering and training teams. For more information, please visit our web site at safco.com.

SAFCO is a wholly-owned subsidiary of Salient 3, a leading telecommunications equipment and services company with segments that support public, private and wireless communications network operators. For more information, visit Salient's web site at salient3.com.

CONTACT: SAFCO Technologies, Inc.
Jack Seller, 773/467-2693
jfs@safco.com
or
SAFCO Technologies, Inc.
Michael Musick, 773/467-2622
mdm@safco.com