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

To: Jim Lurgio who wrote (11263)	6/8/1998 12:10:00 PM
From: Jon Koplik	Read Replies (1) \| Respond to of 152472

Jim - regarding truck capacity, etc. I'm worried we do not have a lot of long-haul truckers reading this forum. Maybe one has to waste a huge amount of the truck's volume with cushioning and anchoring type things. Jon.

To: Jim Lurgio who wrote (11263)	6/8/1998 1:31:00 PM
From: Spartsker	Read Replies (3) \| Respond to of 152472

Truck volume Packaging is a great thing. The current phones are packed in a retail package that is 10-1/4 x 6 x 3-1/2. Nine of these boxes would fit in to a master approx. 22 x 19 x 10-3/4 (OD). 16 masters per pallet, 44 pallets per truck load (pallets two high). Total per truck 6336 x 4 trucks per day = 25,344 per day. Yearly production days 252 x 25344 = approximately 6,386,688 per year or 532,224 per month. Now what good this analysis does, I have no clue but it does seem to fit the 500,000 to 600,000 monthly phone production that we have been given by Q management.

To: Jim Lurgio who wrote (11263)	6/8/1998 1:56:00 PM
From: Gregg Powers	Read Replies (2) \| Respond to of 152472

Hi Jim! The big North American subscriber deltas should be Sprint, PrimeCo, BellAtantic, Airtouch and GTE. Companies like 360, Alltel, Ameritech, BellMobility etc are all important on the margin. As of March, we know that Sprint is over 1mm, that PrimeCo is over 420K, and that the 800MHZ carriers were dramatically accelerating their digital migration. My feedback from PrimeCo is that they are ahead of plan for the current period. I don't have any interim guidance from Sprint, BellAtlantic or Airtouch, but this is not unusual. It strikes me as a little funny that the GSM group was so desperate for good news that they tried to spin 1.8mm subscribers as something real, real close to 2.0mm (instead of just 89% of 2mm). Oh well. We'll get good metrics in about forty days when the RBOK's report. Best Regards, Gregg