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

To: Dan Ross who wrote (7149)	1/15/1998 6:59:00 PM
From: Clarksterh	Respond to of 152472

DR - <<Alot of these contracts has to do with the financing....LU and NT can provide the operator with more financing since they have better cash flow.....THAT IS A FACT.....>> In theory that is correct, but in practice Qualcomm has a rep for 'buying' contracts via good financing deals (and it annoys some of the other players - especially the smaller ones). I suspect a better reason for the problems that Qcom has selling their infrastructure is that they aren't an international name yet. Many of the bigger international customers want equipment supplied by companies that their customers have heard of. Clark

To: Dan Ross who wrote (7149)	1/16/1998 3:45:00 PM
From: Srivaths Srinivasan	Read Replies (1) \| Respond to of 152472

Dan: Didn't mean to imply that LU cannot handle CDMA. My point was being the originators of the technology and with the quality of products being produced by QCOM they should be more competitive with LU. Coming to your point about financing(A VERY VALID ONE which I missed)- Does LU provide the financing themselves or thru other financing companies. I know LU is huge but can they go around financing every company they are contracted to Could you plz expand on the last point you made regarding IS-95 product and the 5Mhz channel? Srivaths