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

To: Ramsey Su who wrote (17803)	11/5/1998 9:10:00 AM
From: Sawtooth	Read Replies (1) \| Respond to of 152472

InformationWeek 11/5 (I'm still wonderin' about how G* and Teledesic might fit into this): __Microsoft, Qualcomm To Form Datacom Provider__ Microsoft and Qualcomm Inc. are forming a wireless data communications company that aims to give customers ubiquitous access to their corporate data networks. The company, to be unveiled next week, will marry Qualcomm's CDMA wireless transmission technology with Microsoft's Windows CE operating system. It's unclear who will provide the actual global wireless service. However, Qualcomm is a founding member of the Globalstar low-Earth-orbit satellite communications consortium, and Microsoft CEO Bill Gates is a major investor in another such project, Teledesic LLC. The Microsoft-Qualcomm company is partly a response to the announcement last spring of a wireless data company formed by three leading European manufacturers--Nokia, Ericsson, and Psion-- and Motorola. That company, Symbian, was formed ostensibly to keep Microsoft from seizing control of the still-nascent market for smart phones by adopting non-Microsoft technologies. Microsoft has made no secret of the fact that it sees its CE operating system for handheld computers and TV set-top boxes as a perfect system for use in smart phones as well. Microsoft officials declined to comment on next week's announcement. -- Stuart J. Johnston _Symbian Eyes Enterprise Market With Oracle-Ready Handhelds_ Oracle is teaming with Symbian Inc. to create a version of its Oracle Lite database that would run on Symbian's Epoc operating system for handheld devices. Oracle already has a version of its Lite database for 3Com PalmPilots. The aim is to make handheld devices more appealing to business users concerned about performance, business value, and security, Symbian executives say. "We realize there is very much a credibility gap when you're talking about mobile devices in the enterprise market," says Jeremy Burton, technology manager at Symbian. "Oracle closes that credibility gap. It makes people realize that these are serious business tools." While no current applications take advantage of the Oracle Lite capabilities on Epoc, Symbian says the joint development provides a platform for sales-force automation, E-mail, or other applications that require network access. Oracle Lite for Epoc won't be ready until April 1999. Some Symbian devices, such as Psion's Series 5 handhelds and a smart phone from Philips Electronics, will support Oracle Lite when it arrives, but most won't ship until the third quarter of 1999. -- Jeff Sweat

To: Ramsey Su who wrote (17803)	11/5/1998 9:10:00 AM
From: Dave	Read Replies (1) \| Respond to of 152472

Ramsey: The holidays are coming up quick, please inform us all about your vacation plans. dave

To: Ramsey Su who wrote (17803)	11/5/1998 9:39:00 AM
From: Jon Koplik	Read Replies (2) \| Respond to of 152472

Ramsey -- your thoughts : Regarding Greenspan, if he is going to cut rates on the 17th, his predictable mumble jumble today would most certainly include something along the line of irrational exuberance. ... If he does not try to talk down the market today, then it is unlikely that the Fed will change rates this month. If he says stocks are sky-high, he is implying a LACK of a cut in interest rates is proper. (To help deflate the crazy stock prices). If he does not "talk down stocks," it a favorable hint that rates will be cut soon. Jon.

To: Ramsey Su who wrote (17803)	11/5/1998 11:13:00 AM
From: limtex	Respond to of 152472

RS - As you know went through a gloomy period in Aug/Sep/early Oct but right now I feel that the worst is over. Mainly because I always said that nothing would change until Japan got moving and it just wasn't with its elections and whatnot. But it looks to me like Japan is now doing things and that can change the entire world economic picture. Saynig tha tJapan is just the no. 2 economy doesn't really give the full picture but anyway I think its on its way slowly back. Now as for the Q I think this whole thing is very funny. We should have been over $70 in January. I remember reading the greatest article about the Q and then we had the bombshell announcement about Korea. But since then the whole picture has changed. I use GSM outside of the US and it seems to me that it is less than reliable everywhere I go, some places worse than others - busy service, dropped calls, sky high rates and forsget about it at rush hour. In addition GSM operators are going to come under huge preasure to lower rates and to improve service quality and also to improve their earnings....good luck. The only way they will continue to do this is by screwing their customers, well lets call them subscribers because customers implies a bit more choice than most hapless GSM users have. Now all they have to do is to call San Diego and all these problems that I have just described simply disappear. The only reason why this hasn't happened up to now is the lead that GSM had and of course most importantly the political preasure that Sweden and Finland got the EU to exert. The political preasure is totally understandable in that access to that kind of arm twisting is the main reason these countries joined the EU in the first place. Well now we can all play that game and LOR and the commerce dept have quite a bit to do with China and there was a very interestung post yesterday about a loosening of restrictions in the telecom industry. Now Sprint are getting up steam in the US which is an even bigger market than Finland and Sweden combined and my wife is going o get her Sprint QCOM phone in one and half weeks here in Houston where Sprint opens for service in two weeks. You should have seen the look on the faces of the people in her local provider when I asked them for a Qualcomm phone and they said we don't carry tha tbut we have ERICY NOKA etc and I said thanks but we want Qualcomm its the best. They knew it but couldn't admit it!!!!! Anyway if the market wants to leane the stock in the $50's for a while thats OK the Q gets stronger every day and sooner or later it'll be over $100. My guess with all we've got going is that it'll be over $100 this time next year that'll do for a rate of return. Best regards, L