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


To: qdog who wrote (8795)2/23/1998 7:21:00 PM
From: Ramsey Su  Read Replies (2) | Respond to of 152472
 
qdog, where did all these qxxx posters come from? have you been out doing you-know-what and now we have all these stray dogs running around?

today is probably a combo of news and short squeeze. We have to see if things hold up tomorrow. BA RS is a little late on the Korean subscriber cancellation news, Jim Lurgio found that article first thing this morning. What they didn't explain is QCOM already took the hit two weeks ago. As far as I am concerned, I have filed Korea in the dead category for at least 2 qtrs.

That LU is just amazing. Flip the coin. If it turns up CDMA, LU wins. If it turns up GSM/TDMA, LU wins. 3G W-CDMA, LU wins. Any other standard, LU wins. Why did I sell LU in the 50s last yr with a 4-5 point gain, while missing the boat?

Ramsey



To: qdog who wrote (8795)2/23/1998 8:09:00 PM
From: Spartsker  Respond to of 152472
 
Qdog - enlighten me about the Q-Phone

My understanding from the Korean cancellation of orders a couple of weeks ago that $60MM where for phone orders (I think Q-Phone). Also, the Sprint problem with Q-phones only digital and the service was not adequate. The new orders announced today ($240MM) are for a variety of phones including the new dual band Q.

My questions, Can the old single band Q-phones be cost effectively transformed to dual band and the Korean band width be changed to USA and would this be something QCOM would want to do to decrease inventory and get out of the old phones?? Just pondering

Spartsker



To: qdog who wrote (8795)2/24/1998 9:25:00 AM
From: JMD  Read Replies (2) | Respond to of 152472
 
pooch, come home: all is forgiven. I talked Ramsey into letting you off with time already served in the doggie house. Can't take the pressure at the top, still trying to differentiate cell phone from cordless, can't get flashing 12:00 off VCR, etc. etc.
Can we compete with MOT in handsets? Surfer Mike