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

To: Gregg Powers who wrote (13759)	8/14/1998 3:37:00 PM
From: waitwatchwander	Respond to of 152472

Well that's settled. Anything else in those gazzillion of postings to worry about? Thanx. nf

To: Gregg Powers who wrote (13759)	8/14/1998 3:43:00 PM
From: Jon Koplik	Read Replies (1) \| Respond to of 152472

Gregg - remembering John Scurci's extremely well-written post (many hundreds of posts back) regarding yet another of Marc Cabi's distortions (the plastics problems in old 1900 MHz Q-Phones business, and Cabi's carefully worded innuendo pointing people toward thinking it was a current (not past) problem, and that it might involve the 800 MHz Q-Phones also) ... IF one reads your direct quotation from Cabi's thing (remembering that, in theory, First Boston (in addition to you) has heard about SEC rules, and may have "high-powered" lawyers checking Marc Cabi's writings before they are released to a world made up mostly of people NOT as smart as you) ... THEN, it is possible to see how Cabi might "weasel out" of criticism by saying : Well, obviously when I wrote "20% of all Korea-derived CDMA revenue" what I really meant was "20% of all of Qualcomm's Korea-derived CDMA revenue." You think? My question is -- why does anyone listen to this guy? (And, if First Boston has ERICY as an investment banking client, doesn't everyone who gets Cabi's "research" know that?) Jon.

To: Gregg Powers who wrote (13759)	8/14/1998 4:07:00 PM
From: SKIP PAUL	Respond to of 152472

BTW, Cabi has a "Strong Buy" on both Ericy and Nokia.

To: Gregg Powers who wrote (13759)	8/14/1998 4:16:00 PM
From: Sawtooth	Read Replies (1) \| Respond to of 152472

<<I cannot think of a more clear-cut example of Cabi's blatant anti-Qualcomm bias.>> This has probably been mentioned previously but what, specifically, is the motivation? TIA. (Subsequent posts indicate the firm has Ericy and Noka as clients. Is that, specifically, the answer?)

To: Gregg Powers who wrote (13759)	8/14/1998 7:09:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

Gregg, is there a difference between 'cellular' and 'PCS'? I know there is the idea that PCS is higher GHz and maybe has more functions or something. But the ideas have never seemed sensibly segregated to me and perhaps the Koreans, not being fluent English or American readers mistook cellular to mean those gizmoes you hold by your ear to talk. That would include PCS,cellular and Globalstar. I suppose at this stage, one needs to read the contract to see what was actually there in black and white. Mqurice 17 days to $80.