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

To: qdog who wrote (2882)	11/2/1999 6:12:00 PM
From: Cooters	Read Replies (1) \| Respond to of 13582

<<IT shows 20 mil drop in R&D and SG&A each.>> Qdog, R&D number was the first thing I noticed. On CC, they said the earlier figure included Infra division and all segments going forward are increasing R&D. This is the backbone of a company and I never want to see it decline. Cooters

To: qdog who wrote (2882)	11/2/1999 7:21:00 PM
From: cfoe	Read Replies (1) \| Respond to of 13582

While initial turn around most likely due to stock split, continuation due to contents of cc. Very bullish. Great growth going forward. Expect providers to upgrade to 1X quickly to allow for data capability. Big possibilities with HDR; which can be added onto 1X with little additional capital investment; means HDR can be real competition to cable and dsl (at $20 to $40 fees per month. Huge growth coming in Japan; Korea remains strong with upgrades And, finally, big time debunk of new MOT chip. There was more, but that's off the top.