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

To: William Hunt who wrote (92654)	1/26/2001 8:23:08 AM
From: voop	Read Replies (1) \| Respond to of 152472

I agree Bill but chose to leave out the speculation in my response to Rory as I feel there are other scenarios. Remember when we were guessing the handset purchaser? Few if any had Kyocera, esp for 210 million or whatever the number was. Regards Voop

To: William Hunt who wrote (92654)	1/26/2001 10:24:01 AM
From: Getch	Respond to of 152472

I also was disappointed that there were no questions from the analysts about the QCOM / TXN agreement. I understand why management preferred to let it slide (not disclose more) but for the "pro's" to not ask more about an agreement between the two largest chip producers in the cell phone world was a surprise. After most of the questions I had a mental picture of IJ patting them on the head and saying "good boy, you can advance to the third grade." At least there weren't the first grade level questions of whether Q would really get revenues from W-CDMA.