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

To: Gregg Powers who wrote (12304)	7/13/1998 10:23:00 AM
From: Ramsey Su	Respond to of 152472

Gregg, since I am the official chicken little (actually Surfer Mike has not acknowledge that title yet), I am worried about every 16th move. Seriously, do you know anything about the financing of this contract? I suppose the next logical announcement should be the "partner"? Ramsey

To: Gregg Powers who wrote (12304)	7/13/1998 11:23:00 AM
From: DaveMG	Respond to of 152472

Gregg, What do you mean "operator/money partner"? TIA ...dave

To: Gregg Powers who wrote (12304)	7/13/1998 11:49:00 AM
From: limtex	Read Replies (1) \| Respond to of 152472

Gregg and All - today is a good day. I think Q followers have good days and the opposite depending on the Q at about 4.00 EST. Could we please have an acronym for the kind of CDMA that provides real hard royalties to the Q. I'm sorry to be a bit slow but we keep hearing about W-CDMA and other CDMA's from different companies and I just thought that it would save a lot of qwuestion asking if we were to simply define any reference to a CDMA that proivides royalties to the Q as say: GOOD-CDMA ( or G-CDMA for short) or $-CDMA. Regards, L

To: Gregg Powers who wrote (12304)	7/13/1998 12:02:00 PM
From: Jon Koplik	Respond to of 152472

Gregg - regarding your guidance on a little bit of arithmetic on Qualcomm's infrastructure business clearly (now) reaching "critical mass" -- I think this calls for "this sounds real important to me." I think this (the reaching critical mass) will be another one of those things where, at some point in the future (when QCOM either reports earnings, or "guides" analysts' expectations of future earnings) QCOM "stuns" Wall Street, and everyone is muttering "who could have seen this coming?" -- people like you will just be thinking "who could have MISSED this, when it was so obvious?" Jon.

To: Gregg Powers who wrote (12304)	7/13/1998 3:23:00 PM
From: Carter Patterson	Read Replies (1) \| Respond to of 152472

I heard a rumor that Rodney Dangerfield has become a large stockholder of QCOM. Can you confirm this with management please.

To: Gregg Powers who wrote (12304)	7/13/1998 10:02:00 PM
From: Houston_CPA	Read Replies (2) \| Respond to of 152472

If it's not AirTouch, that would be a surprise... Gregg, The end of May you commented on how many moving parts are involved in finding the operating/money partner investor. I keep thinking about Lehman's investment banking for Qualcomm, AirTouch, MediaOne and all those beautiful PIES. The new SpinCo certainly could use such convertible preferred securities to finance a big pooled international wireless service provider. The new spin off company needs a two billion dollar portfolio, not just the $200 to $300 million portion now owned by Qualcomm. On May 27 I commented in msg #10894 about AirTouch: "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". IMO I don't think Qualcomm will forget the one that brought them to the dance, namely ATI big investment in Qualcomm, partnership in Globalstar, customer relationship through PrimeCo.