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

To: Randall Knight who wrote (5666)1/25/2000 8:07:00 PM
From: Randall Knight  Respond to of 13582
 
addendum:

I'm listening to the replay of the conference call and I just heard IJ say that every phone offering 64k wireless data uses QCOM chips. This should be obvious but if you think about it, it leaves Nok, Ericy, et al in the dust. Perhaps they just don't care about the Asian market.

To extrapolate this line of thought to China, won't China want at least parity with Japan and Korea in wireless data capability? So much for Nokia's China market.

Any comments Tero?



To: Randall Knight who wrote (5666)1/25/2000 8:09:00 PM
From: limtex  Read Replies (3) | Respond to of 13582
 
RK - Glad you liked the cc. I was just a little concerned that the reaction of the analysts wasn't highly excited and the Q guys seemed to be a little reticant or reluctant maybe to anser some of the questions.

Maybe I'm just not used to Q cc's although I have listened to them before. PLs tell me I heard it wrong and the analysts were impressed.

Best regards,

L


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