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

To: Art Bechhoefer who wrote (5803)	1/27/2000 12:01:00 PM
From: w molloy	Read Replies (1) \| Respond to of 13582

Art - perhaps you could compare QCOm with IDC. eom

To: Art Bechhoefer who wrote (5803)	1/27/2000 1:01:00 PM
From: Cooters	Read Replies (2) \| Respond to of 13582

Art, That's a really good review of the situation. Doesn't it seem like we stepped in a time warp and are back in 1998. Despite all the potential headlines from the CC: Europe looking at CDMA for 450MHz spectrum, DoCoMo's W-CDMA is really a small scale 64KB service which isn't even the 'standard' W-CDMA, 1X progress and demand from providers, HDR trials show better than expected throughput, blowout royalties, and more....we get "Q2 ASIC sales may be flat from Q1." Merrill and Snyder are busting on QCOM again. Mo-Mo's are gone. This feels really comfortable. Cooters