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

To: the_rich_janitor who wrote (8494)	4/10/2000 4:29:00 PM
From: ggamer	Respond to of 13582

Summary of "the rich janitor"'s post: 1) You go to an ice cream shop: 2) You choose your flavor of ice cream: CDMAone CDMA2000 HDR WCDMA EXTREME PLUS 3) You pay your money and enjoy your ice cream. 4) Following table shows the payments from the shop to the franchiser: One Time Royalty Material License per Unit per Unit a) Ice Cream made in-house yes yes no b) Ice cream made by a vendor yes yes no c) Ice cream made by the franchiser yes yes yes 5) "C" choice being the best choice for the franchiser. Did I get this right? QCOM, toll gate to the wireless world

To: the_rich_janitor who wrote (8494)	4/12/2000 10:00:00 AM
From: carranza2	Read Replies (1) \| Respond to of 13582

Thank you for your informative and sage post. I've thankfully been away from electronic devices of all kinds for the past two days. Otherwise, I would have expressed my gratitude earlier.

To: the_rich_janitor who wrote (8494)	4/12/2000 1:02:00 PM
From: cfoe	Respond to of 13582

Thank you for your well-reasoned post. I was particularly interested in the following "In my years in the wireless technology industry, I have never known any project to be rolled out in the timeframes announced." In my days as a CFO I learned quickly that any project budget that was being presented to me was understated by 50% going in. then If I did not hear anything convincing to the contrary in the presentation, I would leave the meeting knowing it would cost, and take, at least twice as long as promised. This includes (in spades) the days when I oversaw the IT group. Your comment above made me wonder if there was a similar (and maybe even more extreme) rule of thumb we could apply to all of these xtreme, W-CDMA, etc. announcements we have been, and I am certain will continue to be, inundated with? Thank you again for your valuable posts.