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

To: JMD who wrote (7773)	1/30/1998 2:04:00 PM
From: GO*QCOM	Read Replies (1) \| Respond to of 152472

QUALCOMM as far as I know gets supplies from different suppliers AND being just one of them.Also could it be that QUALCOMM stock piled a very large number of AG chips to prepare for there grouth forward and this results in a lowwer need from AND momentarily.Remember QUALCOMM has increased there production to 600,000 phones a month.The every day parts inventory goes through big fluctuations as you get down the food chain for Digital cell parts.Just my opinion, I am not for one going to worry about fluctuations in one of the food chains feeding these telecom equitment makers.

To: JMD who wrote (7773)	1/30/1998 2:05:00 PM
From: Greg B.	Respond to of 152472

"the Q has got to cut a deal here" If the Europeans said report back in March, that means there was some talk about IPR and license agreements. Why? Nobody wants a delay. The Europeans are playing hardball by putting political pressure on the Q. The answers to the IPR and licensing terms questions do not require waiting until March. I don't think you're understating the situation when you say THIS IS A DEFINING MOMENT. (By the way, about the same time you posted 45,000 shares traded in the high 52s.)

To: JMD who wrote (7773)	1/30/1998 2:07:00 PM
From: Quincy	Respond to of 152472

I believe the entire electronics industry tries to have two sources for every component, especially in the surface-mount part market where shortages and year-long lead times are common. Maybe everyone is looking at the alternate source because it works better or is cheaper? Looks to me like Qcom has the situation well in hand.

To: JMD who wrote (7773)	1/30/1998 2:18:00 PM
From: bananawind	Read Replies (2) \| Respond to of 152472

Mike... It's clear now why QCOM has been so silent during the entire ETSI process. Why show your hand until the other guy lays his cards on the table? Especially if you're holding an ace and four one-eyed jacks<g>. The only reasonable explantion for Q's silence on the subject (IMHO) is SUPREME CONFIDENCE IN THE SUPERIORITY OF YOUR STRATEGIC POSITION. I read this as Q having unassailable IP rights, and damned-well knowing it. "...now, if some of you nordic types would like to spend some vacay time in sunny so. cal., why, we'd be more than happy to chitty chat about how you could pay us for lettin you use some of our nonworkable technology....oh, and about that not-backward-compatible with IS-95 business, why, we're sure you all didn't really mean that now, did you?" Caxton is right, '98 is the year. Next week should be a lot of fun. Unfortunately, I will be out of cybertouch, so to speak, as I must do my best to amuse the powdergods of Steamboat Springs whilst avoiding Bono/Kenedyesque confrontations. TERO TORA TORA! -JLF