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

To: waverider who wrote (75928)	7/8/2000 8:24:46 PM
From: Return to Sender	Respond to of 152472

I just listened to an interview that might interest you with Qualcomm's CEO over at Bloomberg: bloomberg.com Basically the most negative thing was that QCOM may lose some direct business because Korea will probably direct contracts to where they can ensure local industry can thrive by manufacturing chipsets in Korea. Apparently chipset sales are responsible for about 60% of the company's revenues. Mr. Jacob's sounded pretty positive on the future. Although I am now more positive than ever that QCOM will lose these contracts I also realize that your take on revenues is an accurate one. Licensing revenues for QCOM are already bringing in astounding numbers. Anyway, I'm basically working my way through the fundamentals and the misconceptions. Direct revenues on the basis of chipset sales may be slowing but so far there is no decrease of any kind based on chipset sales at all year over year. I don't believe there will be one. QCOM may fall further this week when the details of any actual Korean contract are announced but the pain may be over soon for QCOM longs as investors finally decide that licensing revenues are are just as good as any other kind of revenue. RTS