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

To: Uncle Frank who wrote (68462)	3/3/2000 6:16:00 PM
From: JohnG	Read Replies (1) \| Respond to of 152472

Ruff. It has been pointed out that KYO purchased zero asics from QCOM in the December quarter. Now, they are presumably purchasing all their ASICS from QCOM for Japan as well as purchasing those for US (the margin on which QCOM was using to subsidize their phone sales). It has been reported elsewhere that the KYO sale may increase QCOM earinigs for the year by $0.40 or so.So we have a one time wrote down for the KYO sale and a $0.02/share (is that for 1 quarter) write down for the snaptrack purchase--yet Q already has the Shap Track technology in its chips. Also, the new KYO phone (for july 2000 release)has voice recognition, speakerphone, large screen, and other features. I guess I am trying to figure the source of the alleged downward earnings pressure---surely, if it exists, it could be for no more than 1 quarter. JohnG

To: Uncle Frank who wrote (68462)	3/6/2000 10:49:00 PM
From: nimingdn	Respond to of 152472

UF: "Qualcomm Inside". UF, do you think it is a good idea for you guys to suggest to Q at the shareholders' meeting, that, similar to "Intel Inside", Q should ask its customers to display "Qualcomm Inside" to their products? So, when people purchase handset, they know what they are buying. I think CDMA chip is quite complicated. There are likely to be different in terms of quality and performance by different manufactures. This is not just because of the hardware complexity, but even more so, because of the signal processing algorithms and software interaction with its environment and etc.. Thank you very much. Best regards, nimingdn 3/6/2000