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

To: qdog who wrote (9067)	3/6/1998 9:37:00 AM
From: Candle stick	Read Replies (1) \| Respond to of 152472

Hi , haven't been around in awhile. I see QCOM still doing nothing, like I thought last time I was here. Actually, last time I was here I thought we were headed to the low 30's.........has been rather stagnant since then, but I think the second shoe fell with the INTC shortfall......Perhaps we get that next leg down now, chart still looks lousy.........soon as I scratch up some cash I think its time to short QCOM.......;^) O.K. Take your best shot, I am ready this time.....;^)

To: qdog who wrote (9067)	3/6/1998 9:39:00 AM
From: kech	Read Replies (1) \| Respond to of 152472

I had to post this gratuitous and unsubstantiated slam of CDMA by ERICY. Wasn't it VLSI that posted the earnings warning last week? Don't they make GSM chipsets? How again is the downturn limited to CDMA? Ramsey are you here or not here? Does the Ramsey vacation indicator still work when you post in for Beijing? It definitely worked when you were biking in the forest - or was it rafting western rivers - but then you weren't posting in. Now that you are posting from Beijing I can't decide whether to sell today or not. I am sympathetic to both Synchro and Qdog on the Oligarpolists. (By the way Synchro is that like "The World According to the Oligarpolists" or "The World According Garp " hehehe). Anyway, there are lots of reasons why Hatch and Reno might agree on the same target for different reasons. Hatch gets campaign money from Novell. Reno represents some form of handed down legal precedent tinged with political leanings. The other over taxers you mentioned are indeed mere dwarfs compared to the great Gates. But then most of us are! The point that was raised in the Senate Hearing was that 90% of the OS market means Gates has a monopoly. This is a misinterpretation of the way the law looks at monopoly. The legal precedent requires conduct that harms consumers or competition (which will eventually harm consumers down the road) for legal proceedings to occur. It seems to me that there is ample reason to think that entrants like Netscape would not be viable competitors against MSFT (despite no inherent competitive disadvantage in Browsers) and despite the fact that these were the first viable competitors that have come along to keep MSFT on their toes. Ask yourself one question - could Microsoft have eliminated Netscape (if it had not been restrained)? Yes. Would consumers be better off in a couple years with only one viable provider of Browsers who is by the way also the provider of the OS browsers might replace? This would have put MSFT in the AT&T scenario. It would have had less interest in innovating because the innovation in browsers works toward eliminating its cash cow - for MSFT it was the OS. For AT&T the technical innovation that was possible, microwave long distance, undercut the natural monopoly inherent in its position. Gotta go. News Alert from Reuters via Quote.com Topic: (NYSE:MOT) Motorola Inc, Quote.com News Item #5656908 Headline: Ericsson Mobile Phones says '98 sales on target ====================================================================== STOCKHOLM, March 6 (Reuters) - The mobile phone division of Swedish telecoms group Ericsson (SWED:LME.B) said on Friday that its sales so far this year had gone according to plan. In the wake of a first quarter profit warning by U.S. competitor Motorola (NYSE:MOT), Ericsson Mobile Phones said sales in crisis-hit Asia were surprisingly good. "Sales so far this year are going according to our plans. This also applies to markets in Asia," Jan Ahrenbring, marketing head of Mobile Phones and Termials division, told Reuters. Earlier Ericsson's mobile phones division noted a weakening in Asia, above all on markets in Thailand, Malaysia, the Philippines and Indonesia. "These sales have gone surprisingly well. In Indonesia it's not very easy to do business but in the other countries -- Thailand, Malaysia and the Philippines -- it's going surprisingly well," Ahrenbring said. Motorola Inc (NYSE:MOT) said on Thursday it expected first-quarter earnings to fall well short of the investment community's current expectations, citing continued weakness in Asian currencies which hurt its semiconductor products group. "There is a downturn but it's most noticeable on the CDMA standard which Ericsson does not sell. As I said, our sales are going according to plan," Ahrenbring said. Price pressure on mobile telephones is at the same pace as at the end of 1997. "The price pressure that the industry is forecasting if about 20 percent per year. The pace so far is not different than what we saw in 1997," Ahrenbring said. stockholm.newsroom@reuters.com)) Copyright 1998, Reuters News Service