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

To: engineer who wrote (7823)	3/22/2000 1:23:00 PM
From: JMD	Read Replies (1) \| Respond to of 13582

O.K. engineer, here's your slow softball directly over the plate--hit it out of the park and send Surfer Mike with it, but inquiring minds want to know: The OmniTracks division seems to be moving right smartly these days: trucks, rail cars, and I just got a little GPS chip thingie stuck in my board so that I can be rescued if ever confused with an adjacent pod of whales. What seems like it would be way cool is: why track just box cars and trailers zipping hither and yon when we could be tracking the contents inside those cubicles in the bargain? Granted the carriers find it right handy to know where the Wabash Cannonball is, and Engineer Bill (no offense) must be tickled pink to e-mail his beloved Aunt Marie to prepare for a function at the next junction, but what shippers and receivers want to know is 'WHERE'S THE BEEF?'. I myself have just placed an order for an advance copy of 'Orthogonal Wave Formations and RF Modulation Schemes' and am gleefully tracking its progress to my doorstep on the UPS web site. (As I write, the dang thing is about 30 miles east of Turlock but I should have it by the weekend no sweat.) Anyway, why wouldn't the Loyal Legions from San Diego assault FedEx, UPS, et.al., and offer new, enhanced, value added, HDR data delivery, and keep the boxcar and every little widget inside in an untethered continuum of spectrally efficient omnipresent real time state of the art hipness as to the scam what am and I mean like right now? Please understand that this inquiry is only intended to enhance the thread's theoretical understanding, and has nothing to do with the fact that I'm long to the gills with UPS, GSTRF, LOR, and (it need hardly be said) The Mighty Q. If this notion winds up making me richer than Scrooge (or his alter ego Ramsey), then I would reluctantly accept it as an entirely unanticipated consequence of my relentless search for techno-Wisdom. Respectfully submitted, SM

To: engineer who wrote (7823)	3/23/2000 12:10:00 AM
From: LBstocks	Read Replies (1) \| Respond to of 13582

Pete Peterson's (Prudential) take on the MOT/NOK 1XTREME announcement> QUALCOMM Incorporated QCOM - NASDAQ $134 5/8 News Pete Peterson 415-274-7983 pete_peterson@prusec.com Nazima Bahadon 415-274-4442 nazima_bahadon@prusec.com Tim Daubenspeck 415-274-4420 tim_daubenspeck@prusec.com Prudential Securities Prudential Volpe Technology Group March 22, 2000 EPS 1999A 2000E 2001E Investment Opinion STRONG BUY Q1 $0.08 $0.25A $0.35 Risk Level Price Target High $183 Q2 $0.10 $0.25 $0.35 52-Week Price Range $200-$9 15/16 Q3 $0.19 $0.28 $0.47 Shares Out. (million) 791.6 Q4 $0.23 $0.31 $0.45 Market Cap. (million) $106,569.2 Year (Sep) $0.60 $1.11 $1.63 3-Yr. Est. EPS Growth (EEG) 35% P/E N/M N/M 82.6x First Call Revs. (M) $3,937 $3,999 $5,041 ________________________________________________________________________________ QCOM: Motorola and Nokia Play Catch Up-Proposing Open Std. - Motorola and Nokia play catch up - proposing open standard for next generation CDMA chip - Technology would be compatible with CDMA IS-95 A, B and 1X - We'll believe it when we see it-QUALCOMM's chipset commercialization is at least a year ahead of its competitors' - Activity signifies the importance of CDMA as part of the next generation technology - First of many battles we expect to see as battle for CDMA and 3G heats up - The announcement seems to be timed with the 3GPP2 meeting - Reaffirm our STRONG BUY rating on QCOM Motorola (MOT-$158 15/16-ACCUMULATE) and Nokia (NOK-$211 1/2-STRONG BUY) announced that they are teaming up to promote an open standard for next generation CDMA technology with the 1XTREME technology. This technology would be compatible with CDMA IS-95 A, B and 1X. This announcement signifies the importance of CDMA as part of the next generation technology. We view this activity as Nokia and Motorola playing catch up to QUALCOMM's chipsets which are at least a year ahead in commercialization. QUALCOMM's chipset roadmap and features are proven and more advanced with the successful demonstration of its HDR technology last year. Although Nokia and Motorola currently have licensing rights for IS-95 CDMA from QUALCOMM, it does not include third-generation (3G) rights. We expect that the ownership rights of the 1XTREME technology to be contested by QUALCOMM. We believe that a renegotiation with QUALCOMM would be required for 3G rights. QUALCOMM already has a headstart with its 1X chipsets and had a successful HDR product demonstration. We believe that QUALCOMM is leading the developments in CDMA chipsets - forming the most complete integrated CDMA chipset so far. We reiterate our positive expectations for QUALCOMM and reiterate our STRONG BUY rating on QCOM.