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

To: Ramsey Su who wrote (8392)	2/10/1998 10:57:00 PM
From: Candle stick	Respond to of 152472

Now Ramsey, et tu? Tell me , do you have anything to add about QCOM, or are you just another lemming waiting for someone else to tell you what to do...I gave you my opinion, my technical analysis, the benefit of an opposing viewpoint.....what are you giving back?....and to think I was almost gone.....everyone who doesnt want me here blame Ramsey........if you direct another post at me for the express purpose of taunting me, you will wish you never read my name. That you can take to the bank. Now I am having fun.....;^)

To: Ramsey Su who wrote (8392)	2/11/1998 12:49:00 AM
From: Harvey Rosenkrantz	Read Replies (1) \| Respond to of 152472

Hi Ramsey you old lemming!! Are you just sitting your tiny self on the edge of the cliff waiting for a leader to tell you to when to jump or are you just going to go on vacation and let the market tank all by itself? It seems we have a vitriolic visitor with bad manners who makes chuckj and tero seem like choir boys. Poor old Gregg has been devastated with insults to the pont where he is delriously typing cogent analysis in, of all places, airports. Little does he know that while he was suffering the slings and arrows (not to mention airline food), a small select group (only those who showed up were invited) was happily enjoying your hospitality and regaling each other with trivial tidbits. Seriously, it was great to be able to talk face to face with some of the personalities who have populated these pages over the last few months/years. Hopefullly we will do it again next year and maybe it will be even bigger & better. Maybe we can get the qdog out of his kennel and hopefully we will see Tarken again, this time hale and hearty without his hat. For those who think the purpose of this thread is an investment forum, here are some short notes (possibly incoherent) from the meeting: 1) The overall tone of the meeting has evolved from past years. The previous meetings spent a lot of time educating shareholders about the basics of what each division produced and how it produced it. The current meeting was more mature and focused more on the prospects than the past or mechanics. Sort of like QCOM 403 as opposed to the earlier QCOM 101 class. 2)Omnitracs is becoming a logistics management company rather than just a communications company and moving further into helping their customers solve their own and their customers' logisitcs information problems. 3)CDMA -- My previous post about the number of patents that QCOM has was wrong. They actually have 127 cdma patents with 361 pending. They have applied for &or were issued 140 patents in 1997. The patents are not bandwidth constrained and are applicable to WCDMA. They are currently in talks (with whom was not specified) regarding the new ETSI standard. The vision is of 675 million new wireless users over the next 5 years (not all cdma). The reality is that the minutes of use grows faster than the number of subscribers, hence the need for spectrally efficient service to provide the huge number of erlangs that will be needed, ergo cdma will be the system of choice for many providers. The vision for the next iteration in 1999 is to double the cdma capacity and raise the data rate to 64+kbps and the packet data rate to 1.25mbps. 4)ASICS-- The develpment of the MSM chip which is the essence of cdma will continue. It will be smaller, more powerful and use less electricity theus conserving battery life. The goal of this division is to keep the qcom chips far enough ahead so that it is not worthwhile for other companies to develop their own. Enough babble for now. The upshot is that the fun has just begun. In a short while the Korean stumble will just be a bump in the road to success.

To: Ramsey Su who wrote (8392)	2/11/1998 8:49:00 AM
From: Sawtooth	Respond to of 152472

<<Finally, for those who did not attend the luncheon today, Maurice looks like a normal person, not the soap box politician that his posts may lead one to visualize. Ramsey>> Phew! I'm glad you set that straight for me. I had a vision of some half sheep/half wizard-type fellow who only could talk in one of two styles; intellectual driftings or esoteric/technological concepts at the zenith of knowledge. (My comments are offered with respect.). Nice to hear he's normal! (Maurice: my prayers are with you and your family.) What a great board here. Thanks for letting me hang around even though I'm not (quite) so tight into the Q at this point as many of you. Regards.

To: Ramsey Su who wrote (8392)	2/11/1998 9:22:00 PM
From: Asterisk	Respond to of 152472

My vision of Maurice was of the 50ish, short pudgy, colorful man. In person sometimes you are sorely dissapointed, at least he was a colorful man.

To: Ramsey Su who wrote (8392)	2/11/1998 9:37:00 PM
From: brian h	Respond to of 152472

Ramsey, Harvey and all, Thanks you for sharing your thoughts on the future of QCOM. Here is the reading from Hutchison (Hong Kong). Look like no effect from Asia flu. Hmmmm. I wonder where all those chickens hide from Hong Kong. <ggg>. Here it goes, "Hutchison sees strong CDMA growth in 98 HONG KONG, Feb 9- Hutchison Whampoa Ltd's Hutchison Telecommunications (Hong Kong) Ltd said on Monday its CDMA subscribers, after jumping more than four-fold last year to 230,000, were expected to rise to 400,000 by the end of 1998. "Our target for CDMA (Code Division Multiple Access) network suscribers is at least 400,000 by the end of this year," a spokeswoman said. The company plans to add 150 CDMA relay stations to reach a total of 500 this year to improve indoor coverage. "Basically our CDMA coverage is similar to GSM and we just want to improve our indoor coverage," the spokeswoman said. Hutchison Telecom's CDMA network posted significant growth last year to 230,000 subscribers from 50,000 at the beginning of 1997. Hutchison Telecom said in a statement that the company would focus on the introduction of value added services this year. The first value added service to be launched is a newsservice provided by Metro Radio and played through mobile handsets, it said." Brian H.

To: Ramsey Su who wrote (8392)	2/16/1998 10:13:00 AM
From: Dave	Respond to of 152472

Ramsey: RE: " Europe is dreaming if they think they can steal QCOM's CDMA IPR for nothing. " I recall from the lehman report that management believes, in their opinion, that they have the necessary patent protection for the next gneration W-CDMA. QCOM can still, and probably will, be sued by ERICY and NOKA to invalidate their patents based on obviousness, prior teachings, etc. In Europe, it is easier to get a patent than in the US. In the US, all patents are believed to be valid. But, the US courts are fair.....I can't really say the same to the Europeans.... dave