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

To: Wyätt Gwyön who wrote (72668)	5/28/2000 8:56:00 PM
From: lurqer	Read Replies (2) \| Respond to of 152472

All JMHO And you are certainly entitled to it. My own differs a bit. they got a face-saving deal with DDI I guess I missed the details of the DDI deal. I've seen some unfounded speculation about it, but if you could point out the definitive post I'd appreciate it. DDI totally dissed them in public. Again I must have missed that. I recall DDI being very circumspect and there being a lot of third party comments. Again, if you could be so kind as to provide a link. Is this a 10-million-subscriber buildout commencing THIS YEAR? Anything less means QCOM is being tossed sloppy seconds. Again my memory may be failing me, but my recollection was only Unicom (and not QCOM) discussed the 10 million. In fact when pressed about the figure Q's response was that it was ambitious. I certainly don't recall any "cheerleading" wrt to 10 million on Q's part, but if you have a link. As for China dissing Q, well I suspect things are a bit more complex than that. With many competing factions and an overarching goal of China first, I believe one should not be to surprised what comments are likely to ensue. As to the final result as I posted last fall I expect Q to be significantly involved and I believe the Koreans will be invaluable allies. But as you said: "All JMHO". Hanging around... lurqer

To: Wyätt Gwyön who wrote (72668)	5/28/2000 11:01:00 PM
From: brian h	Respond to of 152472

mm The question to ask about a cdmaOne deal in China is: Is this a 10-million-subscriber buildout commencing THIS YEAR? Anything less means QCOM is being tossed sloppy seconds. I guess you also want to ask NOKIA those 94 GPRS networks contracts provided by Tero are real deals or not. Nobody has seen the contracts. No even Tero. Please provide all the details about ERICY's and NOKIA's WCDMA deals. No one can. Correct? Therefore what is your point about questioning QCOM and China Unicom deal? Brian H.