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

To: JMD who wrote (7790)	1/30/1998 7:58:00 PM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 152472

Anadigics makes gallium-arsenide power amplifiers for QCOM. Caxton

To: JMD who wrote (7790)	1/30/1998 9:22:00 PM
From: Asterisk	Read Replies (1) \| Respond to of 152472

Another thing that may factor into this is that the number of suppliers in the beginning of CDMA (as in any new technology) was limited. The companies that took up the banner were those that had the nimbleness and small current customer base to look for niches that they could fill. Is it possible that this is just a small time, high cost, player getting overtaken by the larger players that can go with the economies of scale? CDMA is now a proven thing so I would assume that some of the larger chip manufacturers (Phillips, etc...) would be jumping in with new product offerings. This in my poinion is a tempest in a teapot.

To: JMD who wrote (7790)	1/31/1998 1:35:00 AM
From: stealthy	Read Replies (3) \| Respond to of 152472

Ref: <... things are deteriorating fast for QCOM;..... Comments anybody? > Mike: Can't agree that things look black for QCOM; Obviously I could be wrong, but most recent developments raise my enthusiasm for their prospects, and would like to have more funds to "load up" on shares at these levels; Supplier Concerns: My guess is that supplier concerns are totally overblown as a basis for any specific QCOM problems; Keep in mind QCOM comments at the very recent CC --i.e. their biggest problem is buiding phones FAST ENOUGH to meet demand !!! Third Generation: Latest news on the 3RD GEN IPR , (while not yet as clear as we might like), appears now to be inevitably drawn toward a GOOD to EXCELLENT! result for the Q --- Following an extended period where the whole 3GEN deliberation process appeared to be totally ignoring (as irrelevant) any QCOM views on the matter; Suddenly, even QCOM's worst GSM enemy's must acknowledge a QCOM 3GEN role/agreement/input as VITAL! to the whole standards process; Thus, what appeared to be a basic future uncertainty on the QCOM horizon (i.e. Whether QCOM's basic CDMA property rights could be largely exorcized from future mainstream 3GEN systems ? ) now appears to be resolving itself in a very favorable manner ---openly recognized by all the key players as inevitably moving toward some kind of 3GEN QCOM licensing/royalties etc. I'll agree that the vision for nearterm QCOM negotiation strategies on these critical 3GEN IPR matters are key; Talks will likely prove very difficult and contentious ; A very complicated set of longterm considerations will have to be assessed across a broad range of economic, technical, and political issues; However, my guess is that the "QCOM boys" have been relentlessly working those basic issues for some time, while quietly monitoring "from afar" developments in the 3GEN center ring ; Obviously they'll have to achieve a very delicate balance regarding the level of royalties they will eventually accept, versus the "threshold of pain" for the other vendors; QCOM has previously demonstrated an impressive set of successes in other such very tricky undertakings, such as: negotiating initial set of CDMAOne royalties and skillful lobbying for initial FCC acceptance of the CDMA standard; Thus, IMHO the "boys" will succeed in 3GEN as well; ( Still a staunch believer !!! ) Stealthy