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Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (5505)	6/13/2000 5:37:00 PM
From: Peter J Hudson	Read Replies (2) \| Respond to of 34857

Gus, Why do you keep posting this QCOM spam on the Nokia thread?

To: Gus who wrote (5505)	6/13/2000 6:01:00 PM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 34857

mainstream US press used to be more fawning towards Qualcomm I don't know about this. There are always anecdotes one can cite as evidence, but then there are contrary examples as well. Wired Mag had a big cover story on NOK last summer. Most people who watch CNBC or read the paper have been told many times that Europe is ahead of the US in wireless....One thing to keep in mind: these journalists who are not in the trade may not have a good knowledge of what they are writing about--therefore the outcome may differ depending on whether they speak to Snider or Pie-check. The company plans to add the world's most popular wireless technology, GSM, or Global System for Mobile Communications, with its own standard on a new "dual mode" chip I'm sorry, but this sounds like the latest new way for QCOM to develop a dud. Perhaps it will be of use to Verizon, but to a carrier contemplating a new network rollout, a GSM/CDMA dual-mode begs the question: why the hell do we need CDMA? That is the thought Unicom may have. Qualcomm has trimmed itself to its fighting weight by selling... Thank God DDI gave QCOM a chill pill on the Japanese carrier scheme...otherwise QCOM might be outside "fighting weight" range again. still closer to that of Apple's Macintosh computer than to the Windows-Intel That is why I say QCOM is a Chimp not a Gorilla. Worse yet: It's a Chimp trying to battle with Kings and Princes in the chilly Northern European climes. Not exactly jungle weather. is considered a bellwether for both the wireless industry and the Nasdaq Stock Market I think QCOM has always marched to its own drum beat as a stock. And NOK is the wireless bellwether; not QCOM. "The fundamentals haven't changed from when the stock was at $150 in February," said Qualcomm president Richard Sulpizio. Hah! Stock was at 152.75 on April 7. Perhaps Sulpizio would have noticed if his name wasn't Rich. "Subscriber growth in Korea is going to flatten," said Snyder..., "When Korea flattens out, that's going to impact Qualcomm's earnings. They're going to have to guide down numbers." "The removal of phone subsidies in Korea is not likely to affect the current quarter and in the past has not had a lasting or dramatic impact on Qualcomm's (chip) business," PaineWebber equity analyst Walter Piecyk wrote in a research report two weeks ago, in which he reiterated his $250 price target for the stock. If those yoyos on Crossfire ever want to retire, they can hire Snider and Pie-check to take their place! "Let's say China does not use CDMA. Then Qualcomm is left with 10 percent of the global market, and that to me is not a valid market," Gillot said. That says it all! What will QCOM do to get China????

To: Gus who wrote (5505)	6/13/2000 6:27:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 34857

<"We're in the right business. We have the right technology. It's all in our hands to perform," Sulpizio said.> Hey brain-lock, ever hear idc make that comment without passing out the Kool-Aid 1st? lol.

To: Gus who wrote (5505)	6/16/2000 9:20:00 PM
From: Joar	Read Replies (1) \| Respond to of 34857

<<For Qualcomm, like so many technology stocks, the unraveling of months of stock market hype has proved painful. .......... "But the hype has gotten a little carried away...........fears about slowing chip sales, uncertain expansion into China, and the downturn in the broader markets have clipped Qualcomm's wings >> Thanks for or a relevant post/link from you, Gus (yes, yes, I know Gus can be real mean and annoying too at times. But in the anti-NOK and pro-Q atmosphere ruthlessly and repeatedly exposed on this thread, his reactions can sometimes be understood). Although the post in the first hand concerns QCOM, it does have a general significance for this thread. Also as balancing the Q-propaganda and the anti-NOK and anti-Europe propaganda from some people at the Nokia thread. Examples of the latter below posted by "JohnG", et al.: <<....how many K do you get where you live??>> (post 5488) <<But I guess you don't know much about free markets---just nordick European monopoly markets.>> (post 5486) <<Did you hear that all the Finnish made engine castings for the Porshe Boxter were defective and had to be replaced at great expense and embarassment to the car maker...>> (5485) Highly relevant posts on a thread for telecom investors.. eh? And yes, the Europeans may bee a little odd viewed at from your angle; I mean: Europeans may not really understand the joy and pride exposed by some on the list when trying to convince others how much money they have, and how rich they are compared to others. I think that kind of behavior simply does not impress - that's all, sorry. Why embarrass yourself in such a manner, JohnG? Is it the overthrow in QCOM stockprice that creates your increasing hysteria? Or the fear of not becoming enough rich? Or even worse: the fear of someone else becoming richer than you? Just wondering......, Joar P.S.: <<Are you fools in for a surprise?>> (post 5546 by "Ruffian") a REAL surprise for you and your friends??: siliconinvestor.com