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

To: Jim Lurgio who wrote (6469)	12/14/1997 9:00:00 PM
From: dougjn	Respond to of 152472

You are right that there is much else good going on for the Q other than the bad in Korea. But I don't think the good has changed inthe last couple of weeks. The Korea bad has. The good is what has lead to estimates of 98 earnings per share up 75% to 2.20. The bad in Korea takes us down from there. Doug

To: Jim Lurgio who wrote (6469)	12/15/1997 3:25:00 AM
From: Don Edgerton	Respond to of 152472

Good post. You quantified my thoughts. The Japan CDMA agreement with Motorola was estimated at $2 billion. Almost every Japanese handset maker has a licnese agreement with Qcom. As does DSP Comm which is changing from PDC chips to CDMA chips to supply many of the Japanese phonemakers it previously supplied with PDC. (Over 90% of DSP sales were to Japan I believe. Also not addreesed is the potentil in Brazil with the privatization/deregulation. Although Bell South got the first San Paulo license and is going TDMA with NT as supplier, belvie QCOM will have a shot, especially if some CDMA useres such as Sprint, Primeco, or T go after the business. Brazil is one of the most uinderserved markets in the world considering the failrly advanced state of parts of its economy. On the US side, company is churning out phones to the max I understand. Just wish they would come on line and clarify the situation and remove the uncertainty.