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

To: Gregg Powers who wrote (9632)	4/4/1998 1:03:00 PM
From: Raymond	Read Replies (1) \| Respond to of 152472

Gregg! If I remembered it right the sequence of events was that Ericsson first bought Orbitel and then got the contract.I think the reason for letting Orbitel take that business was that Ericsson didn't want to promote IS-95 so they put it at Orbitel.They still seem to be allergic to mention anything about CDMA if it's not a W in front of it. In the pressrelease yesterday they said that they got a contract on dualmode GSM,Sattelite mode .Nothing about CDMA/R

To: Gregg Powers who wrote (9632)	4/4/1998 8:43:00 PM
From: brian h	Read Replies (1) \| Respond to of 152472

Gregg and all, "Unless ERICY decides to do it itself by disregarding QCOM's IPR, it should be one of these three. Better yet! ERICY buys it from directly from QCOM." I raised myself a question when I tried to answer a question to Reagon Dubose a few posts ago about ASIC chipset. May be someone can clarify for me. We all know QCOM licensed ASIC manufacturers to manufacture ASICs. Phone makers to make phones and infrastructure equipments. How many times of royalty rate can QCOM get? First on ASIC (if they buy from QCOM) then on overall phone and infrastructure products? Is that how you come up with $18 (do not remember exact number?) of royalty stream per subscriber? I am confused now. Brian H.

To: Gregg Powers who wrote (9632)	4/7/1998 9:01:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 152472

Stats from ITU on telephone access growth. From back of Apr 4-10 Economist. It gives the historical growth which follows, very well, an exponential curve. Extrapolating it forward, I would expect between 50 and 60 million telephone lines to be added in each of the next 5 years. If you assume that by 2000: 1) Half of those are WLL (cheaper and faster in all but the densest of areas) 2) 25% are CDMAOne 3) Each line costs $500. 4) Qualcomm's pre-tax profit margin is 5% (net margin for QC's brand or royalties for other brands) This equates to $172 million in pre-tax profits, or about $1.50 EPS. This is without cell phones or Globalstar, or ... . And it may be conservative if WLL acts as an enabler, and boosts the installation rate. Several of the companies I know of which are installing WLL systems would never have tried to install land lines. Too much time before ROI, and too much foot-dragging by the local monopoly. Comments? Clark

To: Gregg Powers who wrote (9632)	4/10/1998 9:49:00 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 152472

Gregg and all, Eudora Pro cost me money, downloaded from the Web, but there is no information on how to set up use through a proxy server anywhere. Eudora Light is really easy. Takes a minute or two. Then there is no email contact to get help. Nothing on user groups. Nothing anywhere. Tarken is trying to set it up for me and 3 hours later he is brassed off! Says stick with Netscape, Eudora Light, Explorer, anything but Eudora Pro 4.0 for Windows 95. So now I've got a QCP820 broken down and Eudora Pro doesn't work. This is not good. The two products from Qualcomm which I have actually bought have been a pain in the neck. Maybe somebody who knows in Qualcomm could contact Tarken at Tarken@cdmaCellular.co.nz and explain how it can be set up via a proxy server. Or at least give some source where the information is available. Do you like that email address? Yes, cdmaCellular.co.nz. Thanks if anyone can help. Maurice PS: Qualcomm converted to a "hold" rather than a "buy" until I find out how this problem gets solved.