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

To: Randall Knight who wrote (49731)	11/13/1999 12:00:00 PM
From: Jim Willie CB	Respond to of 152472

Randall, I like your argument much better than mine handset division sale makes it difficult to assess but the first example of the gorilla showing its teeth will be the handset deal, whereby the buyer will likely be coerced into gauranteeing acceptance of large scale shipments of CDMA chips from high royalty streams within QCOM plants the HDR revenue stream has YET to be factored into anyone's earnings projections... Wireless ISP firms will be lining up to buy equipment from the lead gorilla on the basis of trust and desire to be "one-stop shopping" with assurance of compatibility... of course Lucent will be vying for a piece of the pie... gorilla dont typically share meals I look forward to the terms and details of the first gorilla contract / Jim