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

To: Ruffian who wrote (47804)	11/4/1999 10:55:00 AM
From: LindyBill	Read Replies (3) \| Respond to of 152472

Here is the LA Times URL for Q today: latimes.com I thought the following comments were worth noting: "Owning the rights to CDMA would have been like holding the patents on the internal combustion engine in the 1920s," said analyst David Heger of A.G. Edwards & Sons Inc. in St. Louis. "Everyone who bought a car would have paid a royalty on the engine in that car." "Qualcomm is going to lose market share going forward" because Motorola and Intel are quickly moving into that market where Qualcomm had negligible competition during the last three years. Qualcomm would still collect patent royalties from rivals, and "the CDMA market may be growing quickly, but the [manufacturing] capacity coming on line will outstrip demand," he said. That will make it harder for Qualcomm to keep showing strong growth in the chipset-manufacturing segment, he added. Another threat: The three big wireless phone makers--Nokia, Ericsson and Motorola--could make their own CDMA chips for their phones and stop buying from outside vendors like Qualcomm, said analyst Pete Peterson of investment firm Volpe, Brown Whelan & Co. in San Francisco.