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

To: Nichols who wrote (71810)	5/12/2000 10:44:00 AM
From: marginmike	Read Replies (1) \| Respond to of 152472

everybody knew already

To: Nichols who wrote (71810)	5/12/2000 3:46:00 PM
From: Tlac	Read Replies (1) \| Respond to of 152472

Any thoughts why the DDI deal is being treated as a non-event? I think it's a credit to the success of the current FUD campaign. I mean, at the turn of the year didn't we all feel that the Qualcomm story was finally understood by the market? But now, according to the prevailing view, the Q! will be lucky to salvage some tiny piece of the wireless market with their cute, but hopelessly behind, proprietary little niche product, CDMA 2000. For Christ's sake!! * This is a big psychological positive for Qualcomm as the financial impact is neutral whether operators choose CDMA2000 or W-CDMA. Even this statement is a subtle reminder of the success that the W-CDMA camp has had spreading doubt about Qualcomm. Notice how a Qualcomm stalwart's report of DDI's decision is described as a mere "psychological" positive. Even leaving aside the chip question, has Alex Cena forgotten about the effect of time on the "financial impact" of money flows? There should be a real, positive financial affect from this strategic victory. I wonder whether his thinking has been affected by the current, overwhelming FUD campaign orchestrated by the marketers at Nokia, et al. Sadly, I believe the market's has. Kelly

To: Nichols who wrote (71810)	5/12/2000 4:28:00 PM
From: tradeyourstocks	Respond to of 152472

The DDI news has been out for over a week. Today was an important confirmation but an expected one. No surprise, no move. MicroE

To: Nichols who wrote (71810)	5/12/2000 4:33:00 PM
From: Stu R	Respond to of 152472

I think Qs poor stock performance in the face of good news is directly related to the fact we are in a bear market. In a bear market typically 3 of every 4 stocks decline. This means that in many cases stocks go down in the face of good news and fundamentals. I believe that once the bear market ends that Q will have a good chance of resuming a leadership role as it took on in 1999. The fact that the stock began its correction months ahead of the general market downturn may give it an advantage when the new bull market begins. I expect Qs stockholders that have the patience and fortitude to ride this bear to be rewarded when the bull returns. Stu