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

To: Ibexx who wrote (13091)	6/23/2000 6:29:00 PM
From: Steve Warkentin	Respond to of 13582

a great post from Yahoo board from Pfinz IMHO: 1. Nok can't take over qcom, so eliminate that as a consideration. 2. Nok was at qcom headquarters this week, wonder what for? 3. Nok agreement with telson, which is an indirect purchase of qualcomm's chips. This was done to tide them over until they can strike a bargain with Qcom. This bargain may not include the purchase of chips from qualcomm, but may allow them to make the chips themselves for use in their phones only. You figure it out, I have told you before how that could happen, and it allows NOK to save what "face" is left. Their ego is driving this more than just money. 4. The ramifications of NOK going to qualcomm's cdma is far beyond what meets the eye here. Where does that leave the future of the ill conceived w-cdma. It may be much farther off than we think, if it is viable at all. Those soft handoffs are more crucial than one thinks. 5. The delay of w-cdma. How do you think the Chinese are going to react to this. They made that the core of their manipulation of the agreements. I can guarantee you that Dr. Jacobs didn't flinch in the negotiations, he stood his ground and now, like nok, the chinese are going to have to come back to qcom if they want to launch the 3G anytime soon. Otherwise, they are essentially out of business. When this sinks in on the ignoranti of wall street, this is going to drive the price hard and fast. 6. What about Europe? Our exclusionary friends have pinned their hopes on a piece of vapor ware that just isn't going to be there. They are now in the same boat as the Chinese. What are they going to do? Ride that gsm pony forever? 7. Japan is the same story. You figure this one out. What is left for them? 8. Add in all the other factors, snaptrack, HDR which on it's worst is more than twice as fast as other viable alternatives, and has already been proven and demonstrated, both mobile and stationary. There is so much more, and I sit here and see the board taken over by people that don't have the ability or intelligence to write more than one sentence at a time, and when they do it is so lacking in information it is really not worth reading. I am not into trying to predict the day to day movement of the stock, I am here to add a little information and insight that is sorely lacking. I first began to research qcom here and found it to be a helpful. Now it is more like the streets of LA after the Lakers won the championship. It saddens me, but I will stick around and do what I can to shed a little light on the subject, and for those of you that want to know the story, I will do my best to be objective. Cheerleaders don't do any good either. Pfinz --------------------------------------------------------------------------------