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

To: Greg B. who wrote (12523)	7/17/1998 11:09:00 AM
From: straight life	Read Replies (3) \| Respond to of 152472

CS First Boston (Mark Cabi) has come out with a STRONG BUY on LU, NOK.a, ERICY, TLAB... and a hold on MOT and QCOM. -glum

To: Greg B. who wrote (12523)	7/21/1998 12:04:00 AM
From: JGoren	Respond to of 152472

Finally, back on SI. Loaded a new browser and couldn't get on. Kept getting message to become a member. You emphasize the handsets. In my own mind, I wonder if the end user business is really the focus of the company's long-term strategy. Somebody had to manufacture handsets that would work with cdmaOne. Somebody had to prove the stuff worked. Qualcomm had to do that. But once it's proven, the other manufacturers can come in. The same is true with the foreign carriers, which Q will now be spinning off. Spinco doesn't seem to have excited the street very much--maybe because the market realized that Qualcomm had to do what it did, get involved at the carrier level to build the business.