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

To: Dennis Roth who wrote (14631)	9/5/2001 1:41:43 PM
From: foundation	Read Replies (1) \| Respond to of 197155

re: Salomon Smith Barney Tech2001 presentation - Dr. Paul did OK, but I'd still be more than happy to buy him a Dale Carnegy course.... Seems most comfortable when speaking of BREW.... ---------- 13:37 ET QUALCOMM (QCOM) 52.20 -2.10 (-3.9%): Sources at Salomon Smith Barney telling us that firm is reiterating its Buy rating after QCOM's upbeat presentation this morning at firm's Tech Conference. QCOM expects to ship 4 mln 1X chips in Q4 and expects to see increasing handset chip shipments over the next several qtrs as BTS chip shipments (a 1-2 quarter leading indicator) have shown increasing volumes... Firm would use weakness as a buying opportunity. briefing.com

To: Dennis Roth who wrote (14631)	9/5/2001 4:31:18 PM
From: Dennis Roth	Read Replies (2) \| Respond to of 197155

Qualcomm thinks key for 3G-CDMA will be applications Extracted from: Applied Micro eyes modest rebound cbs.marketwatch.com Qualcomm: Talking about generations In a later presentation Wednesday, Qualcomm President Paul Jacobs commented on the evolution of CDMA (or code-division-multiple-access) wireless communications technology, saying that applications will drive interest in 3G. "There's a lot of hype right now about [second- and third-generation] CDMA," he said. "You will hear a lot of noise from 2G people, but in the end the difference will be the services that 3G can support at a cheaper cost and greater speed." Jacobs also updated attendees on the progress of CDMA in China, saying that, since deployment is moving along, marketing will become important. He also called India a "potential big opportunity." Asked about the revenue potential of the company's BREW (binary-runtime-environment for wireless) software platform, which runs on top of its handset system software, Jacobs explained that Qualcomm currently licenses the product free of charge because it wants BREW to be as broadly deployed as possible. The company expects eventually to make money on the technology through revenue-sharing arrangements based on applications developed to run on top of the platform. Shares of Qualcomm (QCOM: news, chart, profile) dipped 77 cents, or 1.3 percent, to $53.53, in afternoon action. Michael Baron is a reporter for CBS.MarketWatch.com based in New York.