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

To: brian h who wrote (6216)	12/12/1997 4:21:00 AM
From: Dan Ross	Respond to of 152472

Yes, Asic sales will increase...If a Korean firm will produces some Asics they would also be way under QCOM's price. YOu are right about the royalties streaming in....BUT AT 1/2 of what previous FORECASTS AND ANALYSTS HAD THOUGHT.......I agree that the opportunities are still there...no doubt about that....I'm just saying that they aren't going to be as high as most people had forecasted into their assumptions....As everyone on the thread knows, I am a QCOM BULL but it looks like most people have missed the red flag that Korea waved in front of them....I don't intend on doing that...I still have kept my long-term shares.....I believe in CDMA......the contracts have been huge of late....ISRAEL was very big since initially they chose a GSM system due to the proximity....It appears as though this is a new system by a different carrier.... Take Care (gotta go study some more) Dan Ross