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

To: Boplicity who wrote (65411)	1/31/2000 9:44:00 AM
From: Jim Willie CB	Read Replies (3) \| Respond to of 152472

China deal is EXACTLY what is needed now it significantly adds to the unknown elements is deal good for 5 million CDMA chipsets, or 30 million? is revenue arriving in 2 months, or 12 months? will rest of China be following suit, or stick with GSM? the uncertainty is of paramount importance here Volt calls it "ambiguity" we stabilize here, soon to enjoy relief short cover rally aint going under 100, not here, not now, maybe not never never say never / Jim

To: Boplicity who wrote (65411)	1/31/2000 6:03:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 152472

Greg, Also, even though I am not trying so sound like a bear, we need to know what kind of deal Q strikes with China in terms of royalty payments. Dr J has made it abundantly clear that China's initial demands have been too great (requesting lower royalty agreement) and that they were trying to work through this. Also, an article today mentioned that Dr J does not want to cut China a deal because then Korea and Japan will want the same one (do you blame them?!) So, have they lowered their overall royalty rate to get a bigger slice of the Asian pie? Or, have they sold China on the higher royalty rate? We don't know yet, but I still think it is a big positive. "Supply creates its own Demand" ~ Say's Law MileHigh