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

To: slacker711 who wrote (4978)	11/27/2000 1:20:24 PM
From: Keith Feral	Read Replies (1) \| Respond to of 196543

Slacker: PALM is going to make a GSM device of their own, HAND is going to make a CDMA device. Apparently, they are going to try to divide the market from an air interface strategy. I love to think of the royalties for PDA's too. It has been frustrating that CDMA products have not already become more available. Sharp's color PDA they announced today with the new pdQ from Kyocera is evidence the movement in pda/smartphones is beginning to accelerate. QCOM has worked hard to secure licensing agreements with all of the different companies - I would like to see more of the US giants like MSFT move to enter this area as CDMA2000 becomes available next year.

To: slacker711 who wrote (4978)	11/27/2000 3:50:59 PM
From: Bux	Read Replies (1) \| Respond to of 196543

The Kyocera Palm phone probably won't hit high sales numbers but hopefully much better than the PdQ brick. At 7 oz. I think it hits the scales at a nice weight considering the size of the screen. The price will be high also but for someone like myself who wants the Palm device also, cost will be reasonable. I imagine if royalties on the MSM are calculated on the entire ASP of these expensive devices, sales would not need to be huge to add considerably to Q's bottom line. I wonder if Qualcomm's Mobile Station Processor 1000 (MSP1000™) will power the Palm side of this device? That could be a significant new source of revenues for Qualcomm (Spinco). Here's the MSP1000 press release, it says sample shipments are scheduled for 4Q 2000. qualcomm.com Bux