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

To: ggamer who wrote (52400)	12/3/1999 2:25:00 PM
From: r.edwards	Read Replies (1) \| Respond to of 152472

Q might take up the slack where fixed wireless with a pizza sized antenna, ends, ....Mobile. "Mobile wireless," "all inclusive voice and favorite internet browser" PDA w/HDR will be the way we will make Revenues Quad in 18 Months. Q quadruple

To: ggamer who wrote (52400)	12/3/1999 2:26:00 PM
From: ggamer	Respond to of 152472

To read Street Life on the Web, visit fortuneinvestor.com Street Life Thursday, December 2, 1999, 6:45 p.m. Street Smiles on the Wireless Web TELECOM. WE LOVE IT!... Wireless is like so happening these days. I can't even stand it. Check it out. First off, Ericsson struck a deal with Lycos to carry Internet access on its phones. That union drove ERICY up by 1 1/4, to $51 1/2. And Lycos? Wow. LCOS shot up by 6 1/8, to $64 1/4. Not bad. Then there's ADC Telecom. You heard of them? I actually haven't. But apparently ADC produces a lot of software and equipment for communications businesses. And they sold enough of it to beat earnings. Now analysts are racing for the upgrade button: Pru, Cowan, and Volpe. And ADC rallied by a beautiful 9 13/16 points, to $64. What else? MCI WorldCom jumped by 1 5/16, to $79 7/16. Anyway, I was chatting with Vincent Willyard, an international growth manager at Duncan-Hurst. He says that this Internet/phone thing has legs. Claims that Japan has already come out with a phone that's got Internet access and people are actually using it! So who knows, we may be surfing the Web in between buses now. To read Street Life on the Web, visit fortuneinvestor.com TO SIGN UP FOR STREET LIFE, point your browser to: cgi.pathfinder.com

To: ggamer who wrote (52400)	12/3/1999 10:04:00 PM
From: cfoe	Read Replies (2) \| Respond to of 152472

It will be interesting to see the analysts' reaction to T's message. Coincidentally, one of my broker's - from SSB - called me today to say their telecomm analyst (who he claimed is one of the top one's in the game - but I did not ask for a name)just changed his rating on T from a long-time neutral to a strong buy. Of course, he was recommending I buy the stock. I told my broker I was unconvinced of T's cable strategy given the capital it will require. He then talked about how T's wireless is a jewel, etc. etc. I did not have the time or interest to engage him about CDMA vs. TDMA, data vs. voice, capacity issues and the cost to upgrade, etc. etc. Told him I would get back to him. Monday's analyst meeting is perfect timing.