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

To: Valueman who wrote (9364)	3/24/1998 11:10:00 AM
From: Stewart V. Nelson	Read Replies (1) \| Respond to of 152472

Valueman To make matter worse Air Touch states in their 10K that if year 2000 bugs show up in their system, they believe the handset manufacturers are liable! A whole new worry shows up. <<<Many of the Company's computerized systems are affected by the year 2000 issue which refers to the inability of certain computer systems to correctly process dates after December 31, 1999. The Company also has numerous computerized interfaces with third parties and is vulnerable to failure of third parties to adequately address their year 2000 issues. System failures resulting from this issue could cause significant disruption to the Company's operations, including the ability to provide certain wireless services and correctly bill customers resulting in the potential for revenue loss and increased costs. The Company is evaluating alternative solutions with respect to its major systems affected by this issue. The Company currently expects all of its major systems to be corrected by early 1999. Total costs could be material to the Company's results of operations or financial position in future periods. The Company has identified significant third party computerized interfaces and will work with such parties to take any corrective action during 1998 and 1999. The Company believes that liability for failures of wireless handsets and pagers as a result of the year 2000 issue lies largely with the manufacturers. The Company could, however, experience a loss of service revenues and other costs in the event of such product failures, which it would likely seek to recover from the manufacturers. There can be no assurance that the Company will meet its objectives with regard to its own or third parties' systems.>>>

To: Valueman who wrote (9364)	3/30/1998 12:10:00 AM
From: qdog	Respond to of 152472

ML cut growth rates?? Hmmmm. I'm not as positive for Ericsson/Nokia forward looking. Prospects for a Q or two out of Asia maybe less than stated in last earnings report. I was less than enthused by Nokia comments. One reason I sold my stake, another is stronger competition coming from other Eoropean manufactures. I also don't expect them to garner the majority of Europes wireline upgrade in the coming years. That may very well belong to Alactel/Siemens/Phillips with some biz for LU/NT. In that regard, NOK/ERICY maybe in for a rude awakening.