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

To: Randall Knight who wrote (13030)	6/23/2000 3:37:00 PM
From: JGoren	Respond to of 13582

Look guys: this is what will happen-- The street won't understand until someone tells them what to think, so Cena and Roberts explain what is really going on and that Nokia is buying ASIC's through the backdoor in order to avoid being shut out of Sprint and Vodafone and other carriers who go 1x, and expect that Nokia will sign a 3G license. Eventually, they would still expect, as volume increases, Nokia will buy chips directly from Qualcomm. Then, Snyder will issue report and/or go on CNBC and Radio Wall Street and say, without real detail to explain why of course, his prognosis hasn't changed and that maybe Qualcomm's prospects have declined further. He will say that the Nokia deal with Telson demonstrates that Nokia doesn't need Qualcomm. He will go on to say that there were rumors that a chip deal with Nokia was in the works, which haven't panned out, and it's just one more in a series of failures to meet expectations by Qcom management, reiterating China. He will opine that Nokia is not and won't be buying chips from Qualcomm--just proving more his scenario that the prospects for Qualcomm are not as good as some think. Have I got the spin right? The market thus becomes totally confused, the threads debate, and the stock price languishes.