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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (2785)	9/5/2000 5:59:46 PM
From: slacker711	Read Replies (3) \| Respond to of 197243

Can you list what news you think could change sentiment on QCOM? Be realistic, no wishful thinking. Here's my list with varying degrees of probability.... - An end to the handset subsidy ban in Korea. This would immediately improve the outlook for the fourth quarter. I think it would be highly likely we would see a chipset shortage. - Large (hundreds of millions) orders for CDMA infrastructure by China Unicom. - Capitulation by Nokia (unlikely until next year).... - An announcement that Qualcomm is participating with a couple of carriers in W-CDMA handset trials. Each of these would probably move the stock out of it's current trading range.... Slacker

To: Jacob Snyder who wrote (2785)	9/5/2000 8:20:54 PM
From: Ibexx	Respond to of 197243

QCOM's would-be market action was blunted by Intel downgrade which, as we now know, took the Naz with it with few exceptions. Smart if you bought today. There won't be too many buying opportunities left in this stock at levels below $60. Sentiment re. Qualcomm has already changed - more so among institutions than with little guys - but a healthy general market is still a pre-requisite for stock's substantial recovery. Cheers, Ibexx

To: Jacob Snyder who wrote (2785)	9/6/2000 3:18:49 AM
From: marketing1	Respond to of 197243

Funny you should ask. I was just putting together a list of possible items that would probably result in positive movement in Q’s price. I also added WAG dates There is an ambiance to this stock which suddenly feels different, like all the worst scenarios are already priced in. Maybe the “very early adopters” of a trend have a sense of connecting some of the below dots. 1. September 2000 - US Senate passes China PNTR because there is an “understanding” regarding China Unicom politically correct behavior regarding wireless technology. 10 MILLION PHONES WERE HONORED. ( Some say congress was a tad irked after that June fiasco) 2. September 2000.- Korea – 2 out of 3 opt for CDMA2000. 1 for WCDMA. 3. 9/12/00 1X EV-DO vote (per Ben Garrett post 31053) Apparently, from what I can decipher from Eric L. posts earlier today, from the specifications being standardized to the commercial deployment of 1X EV -DO should take approximately 12 months. Just In time for holiday sales 2001. (Standardized specifications starts the clock.), Specifications to be published in Oct 2000. 4. Oct 2000 - Convergence of standards. Read Eric’s posts earlier today (2770). Interesting stuff. HDR, 1XTREME, and LAS-CDMA/TD-SCDMA convergence. Even a total non-techie like me can see how all these flavors are depending on Q’s CDMA core proprietary architecture now. OK so maybe, it really doesn’t matter where you get started in CDMA. They are converging. Analysts are starting to be able to model 2002 earnings for the Q. 5. Fall 2000 – China orders infrastructure to upgrade existing CDMA network to 1x. Handsets supplied by Korean vender. 6. Oct 2000 - Spinco news announces deal with Major player re upcoming IPO and commercial production of WCDMA chips for 1st Q 2001 European market. 7. Oct 2000 – Korea begins successful commercial service for CDMA 1x with stationery speeds at 144kbs. Works great. Venders sell handsets for Christmas season. Ban does not apply to 1x. 8. Nov 2000 – earnings beat by .01 + positive outlook based on some percentage of what I am saying coming true. 9. Dec 2000 - Spinco press release re IPO date. Spinco becoming its own entity should have positive valuation impact for Spinco. Go*QCOM reported today on this thread that analyst expected a strong showing for Spinco IPO latimes.com 10. Jan 2001- Q earnings looking good positive outlook. Some bright analyst figures out at the conference call that GSM is dead. RIP. No more new GSM infrastructure networks. Sorry! Only flavors of CDMA make sense now. 11. Jan 2001 – Immediately after earnings, the institutional investors positive “herd behavior” takes over. Qcom breaks out over 100 on very strong volume. 50,000,000 traded day after day. 12. 1Q 2001 – Nokia upgrades license to cover “ Q - all flavors” in order to compete in WCDMA European sales. Q heads for 140. 13. 1Q 2001 – Samsung moves along with process of commercial deployment of its 5mbps version of HDR and submits proposals to CWTS for inclusion in proposed convergence of standards 1x EV- DV. 14. Spring 2001 - Europe goes ’99 version of WCDMA as planned. 40% of Europeans replace their handsets within 12 months. Spinco gets 80% of market share of chips. Q gets 100% of expected royalties. Potential major increase in revenues calculated by analysts. UPGRADES. UPGRADES. Piechzk challenges Ed Snyder to debate merits of Q. Ed declines. Ed has been transferred to follow some rather boring industry. Several analyst post new price target of 250 –300. STRONG BUY. 15. 2Q 2001 – Something really amazing happens with Globalstar. Orders are definitely accelerating. This company is projected to be profitable soon, and is gaining widespread acceptance. 16. Docomo launches ’99 version WCDMA may 2001, now racing with Europeans. Q cash register collects again. Maybe royalties only this time, sorry not a perfect world – may not get chip business every time. 17. 2Q 2001 – China orders more CDMA – expands current network and begins the process of upgrading current GSM network through “converged standard” which was published 10/2000. 18. Summer 2001 – Specifications are published for 1x EV – DV. 19. Summer 2001 - Verizon begins commercial service of 1X with data only overlay service announced to be available before Christmas 20. Summer 2001 - Sprint also begins 1X service. ATT announces availability of internet data speeds up to 2 mbps available shortly. (using 1X data only overlay) 21. Fall 2001 – Telematics becomes reality with Ford’s new CDMA capabilities in their new models based on 1x technology initially has a few cool GPS, and multimedia applications with the promise of more to come. (Software upgradeable) 22. 4Q 2001 Licenses, 3g applications, and new products to market are announced continually. Digital Cinema, Snaptrack, Eudora, Globalstar, Wireless Internet Services are integrated into heretofore unimaginable product offerings. We can talk about that later. JS- Maybe not all of the above will happen. But enough of them will, it’s only a matter of time and the good news is: IT WON’T BE LONG NOW. Somewhere in the last 22 items, Q will rock again, and rock, and rock, and rock. Regards! Marketing1@isthatenoughpossibilitiesforyou.org