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

To: Boplicity who wrote (57124)	12/28/1999 10:01:00 AM
From: 16yearcycle	Read Replies (1) \| Respond to of 152472

I was simply trying to give indicators that would cause a temporary loss of enthusiasm. Your indicators would lead to a huge sell off with no fast rebound.

To: Boplicity who wrote (57124)	12/28/1999 10:29:00 AM
From: Keith Feral	Read Replies (1) \| Respond to of 152472

I wanted to comment on your list of "things that could go wrong." 1. With EPS in 2 weeks and trade shows coming up in a few weeks, there is no news vacuum on the horizon. 2. If I missed something, QCOM made a series of deals with KYO go improve their EPS visibility. How can margin erosion be a problem since they just scrapped the unprofitable handset division? 3. Slow accptance of HDR. You must be listening to NT's comments. QCOM and CSCO represent the driving force behind HDR. Quick net connect will offer remote access speeds to the net at speeds 20 times faster than current modems and will maintain a constant connection to the net. HDR and Quick Net Connect are going to make life very difficult for the DSL co's. - not the other way around. 4.QCOM will always have the dominant share of the ASIC market. 5. KYO is going to have the largest CDMA market share in 2 of the biggest cell phone markets in the world - Japan and the US. I don't think they are going to blow it. 6. G3 is already here. Japan is introducing wireless computers in Japan with CDMA connections already. As they move from 64 kbps to 151 kbps next year, DDI and IDO will be the first wireless networks to hit the data speeds mandated by the ITU.