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

To: Clarksterh who wrote (125563)	11/19/2002 10:29:01 PM
From: Stock Farmer	Respond to of 152472

Clark: You wrote: Yeah - if 95% of my holdings were in QCOM. I might buy that. In the case of this Thornley guy however, over the last two years alone he's sold every single one of the stock options he's exercised, pocketing over 30 Mil in proceeds along the way vs the 30 Mil in unexercised options still sitting on the table. Not exactly indicative of someone who believes strongly in the prospect of Qualcomm's future equity appreciation. More like diversification away from found money. Or in other words, he's taking shareholders' money off the table as it falls into his lap. Not that I blame him. Wouldn't you do the same if you could? Guys who make millions per year aren't stupid. As for Does anyone here have even 50% of their holdings in Qualcomm? LOL... I'd bet there are folks who post to this thread who are in exactly that position. Or at least were until the market fixed that for them without any action on their part. What would any of the rest of us think of such a person? LOL... dunno Clark, what do you think of such a person? John

To: Clarksterh who wrote (125563)	11/20/2002 7:29:26 AM
From: Jeff Vayda	Read Replies (1) \| Respond to of 152472

Clark reDoes anyone here have even 50% of their holdings in Qualcomm? Shares or dollar value? <gg> Jeff Vayda

To: Clarksterh who wrote (125563)	11/20/2002 10:32:09 AM
From: straight life	Read Replies (1) \| Respond to of 152472

I do. Pretty happy about it too. From Wireless watch Japan: KDDI Says Photo-mail Users Spending More forbes.com Source: Reuters on Forbes.com, Nov. 18 KDDI, picture mail, usage, revenue EXTRACT: KDDI Corp, Japan's second-largest telecoms carrier, said on Monday that users of its mobile photo e-mailing service spend about one-third more per month than its other cell phone subscribers, giving a hefty lift to revenues. "Presuming a typical subscriber has an average revenue per user of 7,500 yen per month, (photo-mail users) end up about 2,000 to 3,000 yen above that," Toshio Okihashi, senior executive manager of KDDI's flagship "au" mobile service, said. COMMENTARY: Yesterday, Bruce Kirk, director of research at KBC Securities Japan and a wireless head from way back, told me that, "Picture mail is the logical limit of handset [data] functionality." He pointed out that, in general, data ARPUs are up (as reported in this news item), but "not enough." If this is true, then don't get too excited over KDDI's results. Also, KDDI's photo-mail service has lagged far behind that of rival J-Phone, and some analysts have commented that J-Phone is already seeing falling network usage among Sha-mail users. In October, a Merrill Lynch report stated: "One of the issues that we are concerned about - and this becomes more and more relevant when memory stick and external memory cards are attached/integrated on handsets - is the possibility that end users are taking photos and storing them on the handset and showing them to friends from local device or transferring them to PC/laptop and, therefore, not generating any traffic whatsoever on the mobile operator network. In our discussions with other operators that have recently launched MMS, some were concerned with usage patterns and user take-up. NTT DoCoMo and J-Phone have also acknowledged that subscribers tend to slow down usage of MMS pictures after novelty factor wears off." Nonetheless, maybe KDDI - after rolling out some great handsets and offering cheap data - has been able to spark some sort of virtuous spiral in image and movie mail usage. A 2,000- to 3,000-yen per month bounty is a tidy sum!