Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: cfoe who wrote (90681)	12/21/2000 8:01:12 PM
From: Kayaker	Read Replies (2) \| Respond to of 152472

The Zi demo is cool. I have read about this type of software coming, but its the first time I have seen it work. Will definitely help make cell phones and PDAs easier for e-mail. It's those Canadians. A damn sharp bunch of folks, eh? Also today, from Briefing.... 15:25 ET QUALCOMM (QCOM): 74 7/8 -2 1/4: Qualcomm began the day trading very strongly but has since relinquished its gain and dipped negative. We heard from trading floors that the interest in the shares this morning was being spurred by reports that sales of handsets in the U.S. in November were strong and that the Korea market is holding up well. News out of China and Korea have been the catalysts for Qualcomm over the past nine months or so. The crown jewel is China as it's the last big market where Qualcomm could gain a foothold. Currently, nearly all the roughly 55 mln mobile phones in China run on GSM/TDMA whereas less than one million use CDMA. Recently, Qualcomm announced that China's number-two wireless carrier could begin awarding contracts to deploy a 10 million-subscriber network using Qualcomm's CDMA technology in early 2001....Today's news is another good sign that Korea is finally improving. The company was positive on the Korean market during their SepQ conference call and we expect even more bullish comments from the company when they report DecQ around Feb 1. Specifically, on its SepQ call, the company said that October sales of MSM chipsets to Korea were "returning to normal." So the news this morning is reassuring. Going into the SepQ announcement, investors were nervous not that they would miss the quarter but guide down during the conference call. Exactly the opposite happened as the stock has traded strongly over the past few weeks in spite of a terrible Nasdaq. Qualcomm has been viewed as an oasis in this carnage. We do not expect the same concern going into DecQ based on what we have heard about the quarter. Nevertheless, in spite of the fact that we continue to believe that Qualcomm's CDMA technology is superior and it's simply a matter of time when TDMA will fall by the wayside, we would rather enter QCOM in the 60's. -- Robert J. Reid, Briefing.com