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

To: Keith Feral who wrote (5688)	1/26/2000 12:28:00 AM
From: voop	Read Replies (1) \| Respond to of 13582

I thought he said to 70 million. My bad

To: Keith Feral who wrote (5688)	1/26/2000 12:34:00 AM
From: straight life	Read Replies (1) \| Respond to of 13582

For what it's worth, I've listened to a number of these CCs and I think the analysts were VERY impressed. They kept commenting on the tremendous growth in royalties, saying, "please help me with my model, it's not making sense" which leads me to Q management; They were superb. They kept saying, "call us later and we'll help you out" I remember back in '97, press releases used to come out at 3am; the Q gang was clueless on how to get the story out; engineering seemed all they knew. More recently they were abrupt; "NO. We don't break out those numbers" and "you've been given enough to make your model". But tonite they made some comment to the effect that they welcomed private calls and would help any analyst who needed it. Quite a turnaround. Others have commented here about the confidence in their presentation, to which I can only repeat that they were superb; this was the best CC I can recall.

To: Keith Feral who wrote (5688)	1/26/2000 1:00:00 AM
From: nbfm	Respond to of 13582

"The number of CDMA subs currently stands at 50 million. Dr. Jacobs or one of the crew stated that the number of CDMA subs would increase by at least 70 million this year." I think that dr.j (or someone from q) said that the industry expects to sell 70 million cdma handsets this coming year. 70 million handsets equates to a much smaller amount of new subs then 70 million becasue of the replacement market. If there are 50 million users at the end of 1999, and assuming a 50% replacement rate, then the number of new subs in 2000 would be closer to 45 million. Not too shabby, but not 70 million.