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

To: foundation who wrote (2958)	9/9/2000 6:12:45 PM
From: Kent Rattey	Respond to of 196564

<After searching for the reference, I must clarify that Gilder stated in his recent report that "Qualcomm will have a WCDMA demo-chip available by the end of this year, produced in consultation with one or two unlikely future customers, such as Japan Phone."> Japan Phone??? Nah...they're NOK's first model WCDMA customer roll out. Certainly, they will be using one of those snappy NOK/IDCC 3G chips! LOL

To: foundation who wrote (2958)	9/9/2000 6:24:06 PM
From: Ruffian	Respond to of 196564

<After searching for the reference, I must clarify that Gilder stated in his recent report that "Qualcomm will have a WCDMA demo-chip available by the end of this year, produced in consultation with one or two unlikely future customers, such as Japan Phone." Message 14265908 So, perhaps, the weight of this news is contingent on one's confidence in GG's credibility and sources. (I assumed, and still assume, that it's the result of conversations with Q.) Sorry for "writing from the hip" without confirming details.> I remember IJ saying Feb, 2001.

To: foundation who wrote (2958)	9/9/2000 7:43:52 PM
From: foundation	Read Replies (1) \| Respond to of 196564

Correction from Climber - Benjamin, Check the quote from Gilder. It should read "likely" customer (Japan Phone). The original you cut-and-pasted from had it wrong. Cheers, climber

To: foundation who wrote (2958)	9/9/2000 8:01:50 PM
From: cfoe	Respond to of 196564

So, perhaps, the weight of this news is contingent on one's confidence in GG's credibility and sources. I know that Gilder and Richard Vigilante (Publisher of GTR) were at Qualcomm on Friday, August 4. Soon after, Vigilante gave some folks a bullish summary from the visit. Then the piece in the August GTR. Doubt that it was a coincidence.

To: foundation who wrote (2958)	9/10/2000 10:17:34 AM
From: carranza2	Read Replies (2) \| Respond to of 196564

I think Gilder's credibility is fine. If he says so, I believe it. He may not get all the details right, but that's because he's a generalist. His general views on how things will develop in the future are 99% dead-on. I like the way he "sources" things. For example, the sentence in his CDMA report re: an announcement from Q regarding a "several fold" increase in HDR's data transmission rate is followed by another sentence (unrelated) in which he refers to Q engineers. Can you put two and two together? It's unbelievable to me that the CDMA report didn't move Q's stock price. The market simply wants to keep handing us an opportunity to accumulate.