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

To: Ramsey Su who wrote (8188)	2/8/1998 10:39:00 AM
From: limtex	Read Replies (3) \| Respond to of 152472

Ramsey - I've been trying to get a clear picture about where the Q stands relative to 3G for a about a week in fact ever since about a week or so ago ( just after the Eurpopean vote) someone on the thread said that the company was going to issue announcement but it never came. Wonder why not or did I miss it? Several messages were posted querying when the announcement was going to be made but it just sort of got forgotten. Still can anyone pls give us an up date of where the Q stands in the 3G issue? L

To: Ramsey Su who wrote (8188)	2/8/1998 11:20:00 AM
From: JMD	Respond to of 152472

Ramsey, your Korean review was very high quality information. Thank you. We seem to be at the transitional phase where the "financial economy" now meets the "real economy" of manufacturing and goods and services. Add to your notes the recent announcement that Korea's labor unions have decided they need to cooperate by permitting work force reductions. It sounds to me as if these guys, as someone else posted, are bellying up to the bar RIGHT NOW to address their massive problems. This is obviously good news longer term, but the next few quarters are zero business for the Q and everybody else, methinks. The wake up call theme is the right one to strike at this juncture. The Q has problems of a significant nature near term, and even more significant upside intermediate and longer term. There seems to be concensus here that we are headed down to the low 40's/high 30's or whatever. I'll take a stab and suggest that near term price action will depend on the shareholder meeting and what the Q's management has to say about their response to the 'challenges' facing their company. Damn it, Mexico is huge and when I lived in La Jolla, it was about 20 minutes from the Q's headquarters. Do I still have the geography right or are the Congo and Ivory Coast now more proximate? We have to nail GSM in Europe--Ramsey, please do me a personal favor and if you don't come out of that meeting with anything more than a jelly doughnut come out with Dr. Jacobs' comments on Vodaphone trials and the fr*igging 3G Europe standards. Finally, if you're gonna do anything in Asia right now, buy a handset factory so you can make the damn phones for $50 bucks. (and you can make a premium Q phone here if there's a market for it). As to next week, SFAM announced after the bell Friday and blew it. AMAT goes Tuesday. It won't be boring. Regards, Mike Doyle