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

To: jpbrody who wrote (15572)	9/26/1998 2:43:00 PM
From: marginmike	Respond to of 152472

Earlier in the week I made a comment about analysts comments, and that I would post them later: ************************************************ Trade show tidbits: Buy NOKA & QCOM; Ericy at risk Alex Ciena Wireless infrastructure demand still positive with the market growing 20% this year despite weak Asian economies NOKiA(NOKA-1m-80 1/8)and Lucent(LU-1m-76 1/2)should maintain its market share; while Motorola(Mot-2m-48 1/2) and Ericsson(ericy-2m 19 1/8)lose share in the wireless infrastructure market Handset demand is booming driven by growth in China & digitalization of the US market. Nokia likely to be gaining share worldwide & Qualcomm (QCOM-1h-48 3/16)in US digital handset marketplace. We believe NOKA & QCOM likely to have upside EPS surprise in Sep Qtr, while consensus at ERICY may be a challenge ******************************************************

To: jpbrody who wrote (15572)	9/26/1998 2:50:00 PM
From: marginmike	Respond to of 152472

Gregg, myself and others have been trying to make that point, to no avail. the other point is the opening up of world markets to Qualcomm phones and Chipset solutions. There is where the real money is. With 3G or not Qualcomm will grow at leaps and bounds, if CDMA in any form is adopted! Irwin and Company have a huge advantage in producing CDMA solutions, Handsets, and chipsets. In Europe Nokia is the only other company even prepared for CDMA invasion.

To: jpbrody who wrote (15572)	9/26/1998 6:34:00 PM
From: The Prophet	Respond to of 152472

Here is the letter, FYI: A WIRELESS STANDARD THAT MAKES SENSE FOR EVERYONE ''Cell phones: Europe made the right call'' (Science & Technology, Sept. 7) indicates that, in reference to proposals for third-generation wireless standards, top officers at Qualcomm Inc. ''say that the Europeans have tweaked the technology in a way that will reduce Qualcomm's royalty streams from its patents.'' No officer of Qualcomm believes nor has made such a statement. Increasing the number of CDMA [code division multiple access] subscribers worldwide can only increase royalties. Qualcomm and other member companies of the CDMA Development Group have proposed a third-generation standard (CDMA2000) that is the natural evolution of current systems. We believe that the European Telecommunications Standards Institute's proposed standard (W-CDMA) is crafted intentionally to minimize any compatibility with these current-generation systems. We do not believe nor did we indicate that W-CDMA would in any way reduce royalties payable to Qualcomm. Qualcomm has stated that it would license its CDMA intellectual property rights on fair, reasonable, and nondiscriminatory terms only for standards meeting the following three principles: (1) A single, converged worldwide CDMA standard should be selected for the third generation. (2) The converged CDMA standard must accommodate equally the two dominant network standards in use today (IS-41 and GSM-MAP). (3) Disputes on specific technological points should be resolved by selecting the proposal that either is demonstrably superior in terms of performance, features, or cost, or, in the case of alternatives with no demonstrable material difference, the choice that is most compatible with existing technology. Qualcomm remains committed to a vision for the next century that will yield the best wireless communications in terms of performance and cost for millions of subscribers worldwide. Irwin M. Jacobs Chairman and CEO Qualcomm Inc. San Diego