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


To: qbull who wrote (65711)2/1/2000 2:22:00 PM
From: Jim Willie CB  Respond to of 152472
 
I was unintentionally vague here
QCOM at concall discussed a large customer who chose not to be identified
rumors swirl that the platform for such revelation might be the French Telecom Expo
QCOM execs said the identity would be made known imminently
they denied it was Nokia
Ericsson is already onboard, altho lacking conviction
Motorola is in deep legal license dispute, resolution when?
hearing more and more smart folks expect it is Siemens

Siemens wants very much to expand their tech retail device involvement

all this discussion was AFTER the China topic had been covered

an aside on Fed hike:
to predict Fed hikes, look at two things
1. 3month TBill yield versus current FedFunds rate
2. FedFunds Futures contract
(each indicates a 25-pt hike tomorrow)

/ JW