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

To: Cooters who wrote (7862)	3/23/2000 8:17:00 AM
From: Valueman	Read Replies (1) \| Respond to of 13582

Blurb from Street.Com/Herb Greenberg: Qualcomm alert: One of this column's best sources, who originally mentioned positive news at Qualcomm (QCOM:Nasdaq - news - boards) when it was still in the double digits, says he believes the company is in store for good news again. This time, his research shows that Qualcomm has accelerated chip orders originally scheduled for the second quarter, from the foundry it uses at IBM (IBM:NYSE - news - boards), and put them into the first quarter. Seems biz in Korea and Japan is unexpectedly strong. But there's a fairly long (16-week) lead time. So, if the biz follows through, he says, don't expect to see the uptick until the second quarter. Qualcomm declined comment.

To: Cooters who wrote (7862)	3/23/2000 8:25:00 AM
From: Valueman	Read Replies (2) \| Respond to of 13582

Note how Q is offering up press releases that have few words, but speak volumes. They can only repeat it so often--licensees for 3G will pay the same royalty rate regardless of standard. Hitachi joins a growing number who are paying QCOM a license fee and agreeing to royalties for all flavors of 3G. I ramble on because there is a whole slew of "investors" out there who still think that the slick folks at Nokia, or Motorola, or even that fortress of technology, IDC, are doing some kind of end run around QCOM patents with W-CDMA. The rest of the world appears to disagree.