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

To: Ruffian who wrote (9925)	5/11/2000 3:15:00 PM
From: William Hunt	Read Replies (2) \| Respond to of 13582

Ruffian ---does this person have a clue about what is happening in the wireless world ? BEST WISHES BILL

To: Ruffian who wrote (9925)	5/11/2000 5:28:00 PM
From: tradeyourstocks	Read Replies (2) \| Respond to of 13582

Does anyone here agree with the main point from the CSFB Report From 4/25 On Q? The analyst's explanation for the underperformance of Q's ASIC business is that MOT and NOK gained market share from Q's ASIC customers. We know that NOK was not a factor, but what about MOT? In the US they sell lots of CDMA StarTacs which don't use Q's chips. Could they have taken market share from Q/Kyo, Vox, Samsung, Sanyo and Denso USA? Even if they did, I doubt that MOT's gains were significant enough. What concerns me most is if the reason behind the weakness is due to Samsung using their own ASICs in Korean market phones. Does anyone here have any insight into this possibility? MicroE