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

To: grinder965 who wrote (7664)	2/23/2001 2:18:19 AM
From: limtex	Respond to of 196630

grinder- absolutely. One domino is all it will take. These guys blance sheets need helpand quickly. The European financial journalists are going to be very very interested in all this. Why didn't they before this. Well Euro financial journalists are fed on a Scandanavian diet of NOK and ERICY. But journalists like a story and this is a very good story about how these balance sheets could be helped quite quickly but are not going to be so helped. Best regards, L

To: grinder965 who wrote (7664)	2/23/2001 2:24:07 AM
From: cfoe	Read Replies (1) \| Respond to of 196630

Some on the other thread sense that Dr J's little promotional tour over on the Continent is a sign of weakness. Nothing could be further from the truth IMO. Could not agree with you more. I am thrilled to see Dr. Jacobs take the CDMA2000 message into the heart of GSM-land. Referring to who QCOM needs on their side, I think it is both one Euro-vendor and one significant Euro-SP. The vendor will give cover to the switch by showing that European companies (at least one <ggg>) will benefit economically. And in the final analysis, it is the SP that will have to stand up to any criticism for the switch.