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

To: Ruffian who wrote (3204)	11/13/1999 6:41:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 13582

While data is the key to the Q's future, the negotiations in China may have some impact in terms of the size of the overall market for CDMA. Perhaps there will be some news Monday, or perhaps not. Since Dr J has been very specific that he is counting on zero from China until conditions change, if conditions change as far as a CDMA "opening" goes, this is a potential plus, no? Chaz

To: Ruffian who wrote (3204)	11/13/1999 8:02:00 PM
From: nbfm	Read Replies (1) \| Respond to of 13582

i want to throw something out for debate. 1. the pc market is not growing as robustly as in the past. 2. if the pc could be made wireless, that could represent a "killer app" which would bring about new sales and upgrades to the present market, 3. intc just bought dsp. 4. dsp has a license from q for cdma chips. 5. that license is terminable upon the sale of dsp. 6. intc just bought dsp after announcing its intense interest in wireless communications. 7. q and intc must now negotiate a new license, 8. intc makes chips and motherboards, 9. q's hdr sure makes owning a wireless computer fun. 10. q's management has shown that it can move fast and with a very strategic outlook (ericy settlement) 1. intc's management has shown that it can exist comfortably with other gorillas and can even manufacture its own baby gorillas (rmbs) now for the point (finally): could the deal giving intc a license also include an agreement to start developing wireless computers?

To: Ruffian who wrote (3204)	11/14/1999 10:02:00 AM
From: Jimmyjohn	Respond to of 13582

Ruffian: Very good article. I especially enjoyed the following quotes by Dewey and Dr Jacobs: "Essentially what [Qualcomm is] doing is offering all the capabilities of any of the third-generation technologies for essentially the cost of a minor modification of an existing CDMA operator," he says. "It really is, we hope, going to launch a whole new business area," says Irwin Jacobs, Qualcomm's chairman and CEO. Do we have any real doubts Dr Jacobs will deliver knowing as we do his track record to date? I don't. This is why the price of the stock has soared since the conference call. The split announcement was just a little icing on the cake.