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

To: Wyätt Gwyön who wrote (72692)	5/29/2000 9:12:00 AM
From: qbull	Read Replies (1) \| Respond to of 152472

the pessimism around here is so thick that the stock must be at or near its low. korea will choose cdma2000 - its a NO BRAINER. they're trying to get a better deal from the Q - we've seen this game over and over. DDI IS going cdma2000. So is Sprint, Verizon, and large areas of Latin America, Brazil, Austrailia. And all accounts are that China Unicom is adopting CDMA and will pursue it vigorously. The Q appears to be in the midst of a blockbuster quarter based on their recent 100 million chip announcement. The future of CDMA chips in phones, cars, laptops, web appliances, etc. is virtually limitless. IMO the stock will be much higher come July earnings. We will look back at May 2000 in a couple of years and wonder how the stock could have possibly been so cheep. JMTC.

To: Wyätt Gwyön who wrote (72692)	5/29/2000 9:35:00 AM
From: samim anbarcioglu	Read Replies (2) \| Respond to of 152472

>> QCOM, as an American company, cannot grease the wheels in Seoul by making bribery payments and then write them off. What makes a person so hostile toward a corporation and its domicile?

To: Wyätt Gwyön who wrote (72692)	5/29/2000 12:10:00 PM
From: JGoren	Respond to of 152472

we've seen these scares before; the koreans are not going to turn their backs on the the technology that brought them to the party.

To: Wyätt Gwyön who wrote (72692)	7/7/2000 10:21:53 AM
From: carranza2	Read Replies (2) \| Respond to of 152472

Looking for a job at Bloomberg, Mucho? Nothing that has happened in Korea today has affected the commitments to roll out 1X (CDMA200) in October of this year and HDR by mid-2001 within existing licensed spectrum. Any move to WCDMA in Korea is for future spectrum. Posit a possibility here. What if the 1X (CDMA 2000) coupled with HDR service within existing spectrum is successful (it has been in development for years and the Q has stated that it is workable within months) and WCDMA is not up to speed within two or three years for whatever reason , i.e., lack of a workable set of ASICs, unresolved IPR litigation with Q, rollout problems due to undeveloped technology, etc., then do you think WCDMA will be significant in Korea? Not an icicle's chance in Hell. This needs to be seen for what it apparently is: A shrewd yet transparent move by the Koreans to arm-twist Q, who holds the preeminent 3G time-to-market advantage, so that they can get better rates on Q's products. The ban on subsidies and the announcement that the Korean government intends to have Korean manufacturers self-sufficient in CDMA products are all part of an integrated strategy whose purpose is obvious. Like NOK, the Koreans don't like the hold that Q has on them, and are responding appropriately if probably ineffectively. Personally, I hope Dr. J. sticks to his guns, short term stock price be damned.