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

To: Gregg Powers who wrote (10785)	5/21/1998 2:49:00 PM
From: Webster	Respond to of 152472

Greg: My post to a question as to why there was little market response to Q's Mexico announcement discussed Q's need to improve external pr/marketing relations. I appreciate your response and insight. We are very fortunate there is little difference in Q's internal perception and their ability to execute. We have all seen companies hype externally, have high internal expectations only to find the ability to execute fall short. I agree. With Mex. FY99 earnings forecast appear far more certain. More than FY99, Mexico will create significant leverage for all Q products. However, there is external perception, it is another person's reality, the people who don't follow qcom as close as people on this board. With Q, external perception is inverted when compared to the market's confidence in telecoms. I would include the significant bulk of analyst who talk about "uncertainty" in Q's bus plan and look at short term issues with no critical understanding or confidence in Q's ability to execute. External perception is important and necessary. If only the well informed owned this stock it would be trading at significantly higher valuations than it does today because we have both the confidence and knowledge. I believe it is appropriate for long term holders of the stock like myself, to expect Q's external relations to build both knowledge and confidence. Q must balance both as we have seen Q execute brilliantly (with more to come). I appreciate your response. Thanks. Web.

To: Gregg Powers who wrote (10785)	5/26/1998 11:16:00 PM
From: Houston_CPA	Read Replies (2) \| Respond to of 152472

Gregg, Lacking any substantive announcements about Mexico, and keeping in mind Qualcomm's urgent need for another partner in Mexico, I gotta blurt it out: What about AirTouch? Talk about a good fit... AirTouch could pay for its interest with its unrealized gains in Qualcomm warrants, recoup its book investment losses in Qualcomm common, and part with some cash to boot. ATI needs those Mexican POP's for expansion and direct use of its Globalstar rights. Qualcomm gets out of financing the Mexican build out (and maybe recognize some immediate development fee income) while keeping technical control and prestige wins -- not to mention the antidilutive effects of buying in those shares and warrants at a discount. I'm just a shareholder who wants Qualcomm's brilliant Mexican project to find a good home.