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

To: Maurice Winn who wrote (13587)	8/12/1998 7:41:00 AM
From: John Carragher	Respond to of 152472

some notes lifted off wsj tech page Similarly, John Eade, director of research at Argus Research Corp., is bullish on several PC makers, including Compaq Computer and International Business Machines, which have suffered from inventory gluts in distribution channels. The gluts are now beginning to clear up, Mr. Eade believes, and the companies are heading into their strongest season -- two reasons he has both stocks on his "buy" list. Mr. Eade is also recommending the stocks of several communications firms, including Lucent Technologies, Tellabs and Qualcomm, because he expects the sector to continue to show strong sales growth. More generally, Mr. Eade believes Tuesday's sell-off represents the tail-end of another market correction, not the beginning of a bear market. "We think this move to the downside has just about run its course," he said.

To: Maurice Winn who wrote (13587)	8/12/1998 9:23:00 AM
From: limtex	Read Replies (1) \| Respond to of 152472

Maurice - I said that no court would give a decision against the Q because the Q was perceived or was actually a cdma monopoly. As far as politics in scandanavia is concerend that is another issue and i first posted about it last year. There is no question that ER and NOK will get their governments to do anything and everything to help them win. Furthermore both governments will go all the way to help their companies. In the case of NOK in Finland it represents a significant part of the entire economy ( pls name another world famous Finish company). Furthermore these two countries will try to edge their clients forward in an EU posture ie not as a Swedish or Finnish thus leveraging their efforts out od all proportion. After all that is why these countries joined the EU in the first place (pls remeber these people are now "Europeans" v. Swedes or Finns). Thus getting the US government agencies onside is the way to neutralize the ER/NOK attempts to peddle their redundant and overpriced old gear on the poor consumers around the world. Regards, L