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

To: voop who wrote (53853)	12/13/1999 5:24:00 PM
From: DWB	Respond to of 152472

Voop, Not if you bought 12 months ago... then it's a 1-day 100% return on your original investment... veddy veddy niiiiice. Has anyone else thought that with Unicom planning on 10's of millions of users, that not only will the Q get infra. money royalties (how much is Unicom spending on Infra? next year?), but Irwin's ASICS numbers estimates for 2000 will almost definitely be low, since they're gonna have to put handsets/ASICS in each user's hand. I remember Irwin being very cautious on projections for China, so I'd be willing to make a small wager that the 70 million ASIC number had bupkis for product going there... If CDMA handset vendors start ramping soon to meet demand, doesn't that mean they need to order ASICS ASAP? Wait until that realization really sinks in to Wall Street... DWB Q10K/Y2K+5

To: voop who wrote (53853)	12/13/1999 5:32:00 PM
From: TARADO96	Read Replies (2) \| Respond to of 152472

I was chatting with my wife about the Q today. Originally, we had planned on selling all after the split, and buying back cheaper after the post-split depression. Now, with the news of the China CDMA, I think we will just let it ride. I mean, isn't the end of January when China will announce the bid winners for their CDMA infrastructure? We are up like a mother on this stock, but we would hate to see the train leaving for the next station without us. Good luck to all Q longs, John