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

To: Gregg Powers who wrote (9020)	3/4/1998 1:04:00 AM
From: ML	Respond to of 152472

Thank you Gregg. Your explanation was excellent.

To: Gregg Powers who wrote (9020)	3/4/1998 8:40:00 AM
From: Greg B.	Read Replies (1) \| Respond to of 152472

Gregg: during CC, didn't management also allude to further margin compression due to increased handset competition in U.S.? That would also signal a broader market trend, not necessarily an issue specific to QC. (Although QC could be partly responsible for sparking a price war.) With competitive plans (e.g., Bell Atlantic Mobile) and lower priced handsets, that enables more consumers to switch to a CDMA "platform". I am also surprised that some analysts maintain their positive margin outlook in the handset businesses run by QC competitors. Greg