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

To: Greg B. who wrote (12318)	7/13/1998 9:22:00 PM
From: Maurice Winn	Respond to of 152472

Yes, and few can do it! Therefore in mobile phones, $cdma = cdmaOne, cdma2000, IS-95, W-CDMA, and anything else with the letters cdma attached, including 3G-W-CDMA-VW-UMTS-YETIS-ITU. And $ come from each incarnation of cdma separately. Those who want to build cdma2000 devices who have a cdmaOne licence will have to fork out more money. Hopefully Q.com will charge much more for 3G since it is much harder to do and the bit rate is much higher and the IP is worth so much more. There seems some weird idea extant that they should charge less! Some, such as L M Ericsson are doing all they can with politicians to get Q.com to give it away. Ericsson's crash might make Motorola's look like a soft landing. Yes, Q.com price is being manipulated. It is obvious by looking at the day's trading graph. But that's okay - just buy their shares. People sold on the good news of $1bn in infrastructure orders being on the books [plus more]. Plus all the other good news over the past few days, MSM3000, Telstra cdmaOne, Northern Telecom giving up making GSM handsets [Tero, that partly explains demand for Nokia handsets]. You can't stop the computer traders modelling your and their buying behavior, so ignore it and buy when it is low = now. See the price drop off right at the end of the day as traders cleared positions and hoped for a nice low open tomorrow to buy back in. As Greg says, earnings will bludgeon analysts into submission, but stockmarket traders PREDICT movements rather than wait. Well, they try. So, more fun tomorrow. Low volume drop at the end for a lower close didn't detract from the all day up volume. 18 days to go! You in yet Dougjn? You not saying much! Yes, SI was kaput = frustrating. Ramsey, like you, I initially [years ago] thought that handset business would largely go to the licencees. However, increasingly I am thinking, as Motorola fails, Ericsson dithers, and others have problems, that Mighty-Q might be the dominant handset manufacturer [QPE]. There are only a few handset makers and The-Q just keeps increasing the pressure. Nokia will, I'm sure, be wickedly competitive, along with Sony, Samsung and a few others. But The-Q is in the box seat. Mqurice