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

To: Ramsey Su who wrote (9198)	3/12/1998 4:32:00 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 152472

Ramsey, it looks like the zygotic Anita-TM. Zygote to Zeitgeist in two years. Sorry Tom, I don't have the analog, GSM etc data you need. Maybe somebody can provide it. But I'm betting on 2 years for GSM to drop to second place in monthly sales of handsets to cdmaOne. What's the worry BrianH? Nearly 6 months ago, Ramsey and I were discussing the Asian collapses and all this stuff. I thought Qualcomm would borrow big and go shopping and the Asian speculation collapse wouldn't amount to much for the rest of the world. Ramsey headed for US T-bills and predicted a worldwide market meltdown. Dow now at 8600 or so. So bad luck Ramsey! Before you panic BrianH, let's see what they do with the money. I'm licking my lips in the hope that they go shopping for some nice bargains which will help expand their cdmaOne business. It takes a lot of money to build infrastructure, buy shares in Samsung, build the Q-Palmphone and the like. Gregg as usual makes the case well. When you have a business opportunity as Qualcomm has, why restrict growth rate to income from sales? Borrowing is cheaper than equity now that the share price is undervalued. I was interested to read that the Palm Pilot designer carted a block of wood around for months with paper stuck on it - same as my wooden prototype. I guess I'll have to sue him for trade dress infringement. Mqurice