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

To: Cooters who wrote (8913)	3/22/2001 9:49:37 AM
From: Souze	Read Replies (1) \| Respond to of 197452

From the end of that article: In addition to patents, Qualcomm will purvey Binary Runtime Environment for Wireless, or BREW, a platform for developing wireless programs. Does this mean that Q will keep BREW to itself?; transfer it to spinco?; or, somehow share it? I thought I already knew what the word 'purvey' meant, but even after looking it up in a dictionary, I cann't understand that sentence.

To: Cooters who wrote (8913)	3/22/2001 9:49:47 AM
From: CRL	Respond to of 197452

There's just got to be something wrong with this story. There's no way QCOM can RESTRAIN its growth to the 15% to 20% level in light of all that we already know about CDMA demand factors over the next several years. Eventually, of course, growth rates will slow and we'll probably be very happy with 15% to 20% reliable increases at that time. But that's only AFTER a very substantial ramp up for at least several (Maybe 5-7) years. I'd like a comment from IR about the precise context and content of Sulpizio's remarks on this.

To: Cooters who wrote (8913)	3/22/2001 9:52:53 AM
From: gdichaz	Read Replies (2) \| Respond to of 197452

Cooters: What do you suppose Sulpizio actually said that led to this (mis)interpretation? << The two companies will have roughly parallel growth, which he estimates will soon level off to roughly 15% to 20% a year.>> Could this be a conservative estimate of revenue growth as distinct from potential earnings growth? Best. Chaz