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

To: justin55 who wrote (4880)	1/7/2000 12:21:00 AM
From: Dennis Roth	Respond to of 13582

It should be positive for QCOM's earnings but I can't quantify it. There is no way to estimate how the Japanese public will take to the system and how many handsets with QCOM ASIC's will be sold.

To: justin55 who wrote (4880)	1/7/2000 8:57:00 AM
From: Art Bechhoefer	Respond to of 13582

The Lucent CEO appeared on CNBC earlier this morning, stating that the earnings shortfall was due to production problems from greatly increased demand for optical equipment. This, as I see it, has no effect whatsoever on QUALCOMM or CDMA. There was nothing in Lucent's announcement that even mentioned any changes in the market for CDMA equipment. The bottom line is that, because Lucent is a big player and has an impact on the STOCK PRICES of other tech companies, including QUALCOMM, this is probably a reasonably good buying opportunity for QCOM.