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


To: Ted David who wrote (94642)2/26/2001 12:16:55 PM
From: Kayaker  Read Replies (3) | Respond to of 152472
 
If anyone missed the CNBC IJ interview this morning, it's available for replay.

cnbc.com



To: Ted David who wrote (94642)2/26/2001 1:01:30 PM
From: CDMQ  Read Replies (1) | Respond to of 152472
 
Ted,
Very fair interview, you gave Dr Jacobs a good fair shot at clearing the air and he did well.
One of the curious ironies is the erroneous perception that the Europeans are ahead of US (Qualcomm) in wireless communications, as recently espoused by Abby Cohen. If they are ahead, why will there be a several year delay in adopting W-CDMA technology, especially when CDMA 2000 is already in commercial use? You must realize by now that W-CDMA offers no technical advantage over CDMA 2000, and is in fact significantly less efficient and eventually much more expensive for the consumer. They can only protect their obsolete infrastructure so long!
Best regards



To: Ted David who wrote (94642)2/26/2001 1:22:16 PM
From: Carter Patterson  Respond to of 152472
 
Ted, as always, you did another great interview.

The print media is really to blame for the poor reporting. One would expect print reporters who go to a conference to actually know what they are writing about. Its hard to expect the news media to understand every facet of every technology because there are only so many of you.

I hope you and your colleagues keep a score for print journalist as to whether or not they understand the topics that they are writing about.

We all appreciate CNBC getting it right! I just wish IJ could work on his speech impediment a little more...it sounded to me like he said Korea "ruled" out CDMA2000 instead of "rolled" out.



To: Ted David who wrote (94642)2/26/2001 1:22:43 PM
From: John Carragher  Respond to of 152472
 
enjoyed the interview . thanks John



To: Ted David who wrote (94642)2/26/2001 1:29:20 PM
From: Ruffian  Read Replies (1) | Respond to of 152472
 
Ted, nice go. now if you can persuade Tom C to have a drink with me, :) lol.....eom.



To: Ted David who wrote (94642)2/26/2001 2:48:08 PM
From: gdichaz  Read Replies (1) | Respond to of 152472
 
Ted David: Yes. You gave Dr J time to reply and he was able to clear up the misconceptions and make Qualcomm's summary case.

Thanks.

Chaz

PS Hope viewers caught the significance of walking around at Cannes with laptops with up to 2.4 k access.



To: Ted David who wrote (94642)2/26/2001 3:23:44 PM
From: gdichaz  Read Replies (1) | Respond to of 152472
 
Ted David: Tilt. Correction. Meant 2.4 Mb. Sorry to add to bloat here, but that was a bad slip on my part. Best.

Chaz

Addendum/correction.



To: Ted David who wrote (94642)2/26/2001 4:38:29 PM
From: Art Bechhoefer  Respond to of 152472
 
Ted, the interview you conducted with Irwin Jacobs this morning was done very well. As an investment advisor, trained in journalism, among other things, at the University of Michigan, I have a suggestion for your future news reports, whether for individual companies, an entire sector, or the economy as a whole:

Please try to include more than one viewpoint. If you intend to report the views of an analyst, ask yourself first if these are the only views, or if there are some other viewpoints that have been expressed recently. There is usually more than one side to a story, as is the case here. I am sure that most CNBC viewers would feel more comfortable knowing that CNBC does not force itself into a corner propounding one single view. If nothing else, it makes for questionable journalism. People who watch CNBC do so because it has a reputation, and should CONTINUE to have a reputation for comprehensive coverage.

I would add one more suggestion: If possible, try to include more reports based on fundamental analysis, placing a little less emphasis on technical analysis and short term price movements. Short term fluctuations are important, but I suspect that most of your viewers have a greater interest in long term prospects.

Art Bechhoefer



To: Ted David who wrote (94642)2/26/2001 11:01:50 PM
From: Stu R  Respond to of 152472
 
During this morning's interview on CDMA NBC Dr. Jacobs stated that Q was in a supply constrained
mode this quarter and not able to meet demand.
Can someone explain why this is the case? Are the fabs too busy? And if so, why in light of the
current slowed state of the tech sector. Is Q having trouble getting components? And if so, why?
If Q is supply constrained now how will this problem be addressed going forward when the demand
hopefully explodes and the tech economy improves?
Any thoughts would be appreciated.

Stu

PS Thanks to Ted David for allowing Dr. J. to state his views and clear the air.