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

To: brian h who wrote (8465)	2/12/1998 2:51:00 PM
From: Pierre	Read Replies (2) \| Respond to of 152472

Good stuff, Brian. Thanks. Just for you surfer Mike, cause you insisted we not leave meeting without it - Jacobs said without equivocation WCDMA involves Qualcomm IP. Qualcomm currently in discussions with Europe (bureaucrats, manufacturers?) for licensing same. More good stuff from Jacobs - WLL an urban solution. Will be bigger than mobile. Sooner rather than later. Vodophone - delay in signing contracts in Europe due in substantial measure to vendors there waiting for government to release additional bandwidth - i.e. don't solve the problem until government parts with the new bandwidth. Incidentally, The date of announcement (2/21) was revealed in code at the meeting to a select few on a "need to know" basis If the preceding sentence is italicized on your screen then you are NOT one of the select few and you DON'T need to know this stuff. The really good news regarding Vodophone in my opinion - all of Jacobs comments regarding gsm/cdma overlay assumed a successful trial. You may be able to sandbag him on Korean demand, but no way he gets fooled on whether his technology works. My impression - a working model is ready to deploy today. Europe needs it today as European urban areas are experiencing capacity constraints. WCDMA way too late to help short term. Regarding Q phone issue - if a definitive answer emerged from the meeting, I didn't hear it. Is there a glut of the things? If so, why did Jacobs turn down proposal to give them out to shareholders in attendance? Seriously, I do worry about this one. Another worry - Jacobs says 35% of revenues come from Asia. 25% from Korea alone. What he didn't say (and Qualcomm has never revealed, as far as I know) is what % of profits come from Korea - my guess is almost all. I think I heard the numbers right. Anyone out there have a good feel for the % of profit Korea represents? Anyone curious (concerned) about IBM buying San Diego maker of leading edge GSM chips? wired.com Truly important event occurring tonight. Dinner with Maurice, Tarken and San Diego cyber friends. Hope to get seriously into fine points of sailing and Chinese beer. If Q gets mentioned, Mike - you'll be first to know. Unless of course, just "need to know" type stuff - then wait for italicized message. Pierre