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

To: golfinvestor who wrote (111676)	1/25/2002 3:23:40 PM
From: A.L. Reagan	Read Replies (2) \| Respond to of 152472

How easy it seems for you to sit behind your screen and take shots at Q's management. Yeah, it's kind of like those annoying sports fans who pay $50 for a ticket and then boo from the stands when their favorite team makes a boneheaded play. I realize on this board one should only cheer. So I will. My 8,500 QCOM shares (common + LEAPS) are cheering this day (but some may soon head back to the sell exits, and try to help out Jorj.)

To: golfinvestor who wrote (111676)	1/25/2002 5:25:58 PM
From: David E. Taylor	Read Replies (1) \| Respond to of 152472

ALR: I wouldn't put the Reliance outfit in the same class as cash strapped LA telecoms like Vesper and Pegaso. Reliance is a pretty diversified well established company, has a strong income and balance sheet, and appears to be serious about carving out a chunk of India's nascent telecom market for themselves: ril.com With GSM having already gained a toe hold in India with its present 5 million wireless subs (out of a 1 billion plus population), how else would you suggest Qualcomm get going in India before they face a China type GSM entrenchment? The Reliance investment will likely turn out to be a big winner for Qualcomm, not just as a return on the investment, but as a result of the royalties and chipset sales that will flow from a large scale CDMA WLL deployment. Also, since Reliance already has a small piece of the mobile telecom market, the door is open there as well for CDMA deployment. David T.