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

To: Webster who wrote (18103)	11/10/1998 2:59:00 PM
From: Quincy	Read Replies (1) \| Respond to of 152472

Speaking of Tero... siliconinvestor.com Let the games begin.

To: Webster who wrote (18103)	11/10/1998 3:03:00 PM
From: DaveMG	Respond to of 152472

Webster, To those who take the risk goes the reward or......well we won't go into that.. I hate to think about where Q stock would be without the anticipation of this announcement..Dave

To: Webster who wrote (18103)	11/10/1998 3:04:00 PM
From: engineer	Respond to of 152472

Hyundai to Ship $330 Million Worth of CDMA Phones Date: Thursday, November 5, 1998 Source: THE KOREA HERALD THE KOREA HERALD via NewsEdge Corporation : Hyundai Electronics Industries has concluded supply contracts for mobile phones totaling $330 million with PCS and cellular operators in the United States and Latin and South America. A total of 1.5 million CDMA (code division multiple access) handsets will be supplied by Hyundai, including one million to PrimeCo, a major PCS operator in the eastern part of the United States. PrimeCo will receive 150,000 units this month, 100,000 units in December, 250,000 units in the first quarter of next year, and another 500,000 units from next April. A Hyundai official said the deal with the American PCS operator is the largest single handset supply contract ever by a Korean handset manufacturer. Shipments to PrimeCo will be made through AudioVox, a major American handset distributor. The PCS phone to be supplied is a recently released Gulliver model which made a splash in the domestic market with its ergonomical design and value. Hyundai also signed contracts with mobile service providers in North, South and Latin America to supply 500,000 PCS and cellular phones. ''Our contracts have brightened the prospects of Korean-made CDMA handset exports.'' a company official said. In the U.S., demand for CDMA PCS/cellular phones is expected to reach six million units next year and eight million in 2000. The Latin and South American market is forecast to grow to three million units in 1999 and four million in 2000. To penetrate these markets, Hyundai is developing new models weighing below 100 grams and featuring new design concepts. Copyright(C) 1998 THE KOREA HERALD <<THE KOREA HERALD -- 11-04-98>> [Feedback] [Index] [Search] [Customize] [Individual, Inc.] [Main] [Up] [< Prev Story] [Next Story >] [Calendar]

To: Webster who wrote (18103)	11/10/1998 3:16:00 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 152472

Just on the symbolism of the Wireless Knowledge joint venture being announced at Redmond instead of Sorrento Valley. QUALCOMM going to Redmond is a bit like the Trojan horse going into the opposition camp. I'm sure Microsoft will want to gain the upper hand in the arrangements. It better fits the quiet QUALCOMM approach to accept the invitation and be a Greek bearing gifts to the Redmond kings. [Hastening to add that I'm no history buff so that is probably a rotten bunch of analogies]. Anyway, much more fun to go up there and enter the Lion's Den, fossick around and see what you can find. Mqurice *OT* Incidentally, I used to work as a waiter at the Sorrento on the slopes of One Tree Hill while learning about Fourier analysis and wave functions at engineering school. One Tree Hill is a mystical place with an obelisk on the summit, reminiscent of the Washington Monument but about 1:20 scale model. Maoris used to have their Tamaki tribal headquarters and fortifications there. There used to be a 400 year old Totara [a tree] on top until some barbaric Pommy migrants came along and cut it down. Now there is an old pine tree there. A Maori had a go at cutting it down 4 years ago - Mike Smith is his name so you can see apartheid is having the same problem here as it does elsewhere - that damn interbreeding! He got some piffling fine or community service 'sentence'. Now the stupid council has spent a bunch of money bandaging it, tying it up with wires so it doesn't blow over and building a tough protection fence around it. They should plant another Totara and pay for nurturing it to full size. A good project for Y2K. Also put a Globalstar Gateway up there too! They would look so cool. How's the meeting going? While you wait, you can check: webcam.co.nz If you go there and click on Devon for "Devonport" you can see a picture of Auckland today. It's a nice day! Better go outside. The tallest building is the Skytower. With a rotating restaurant - once around per hour. You'd be able to see One Tree Hill if you were up there! A couple of days ago you'd have seen a herd of dolphins hanging out in the harbour. The Piha camera seems to be stuck in August so it is a bit dark and cold looking.

To: Webster who wrote (18103)	11/10/1998 4:09:00 PM
From: bdog	Read Replies (2) \| Respond to of 152472

My point exactly, albeit more articulately presented. For Q to bend over backwards to insure that analyst expectations don't get ahead of possible exogenous risk factors seems a bit much when the same analysts haven't yet comprehended the fundamentals and the future potential. According to Gregg, in the absence of the Q's downward guidance we'd be well on our way to $100 by now. After almost 3 years of disappointing street reactions I'm willing to risk a bout of analytic optimism. How about you?

To: Webster who wrote (18103)	11/10/1998 8:56:00 PM
From: Asterisk	Read Replies (1) \| Respond to of 152472

Webster: My comments were meant to say that the company does have some responsability to communicate with the analysts, that always was, is and will be the absolute truth. The question I think is how much and what do they have to tell them. There is a difference between communicating how well you did in the past quarter and giving what could be considered insider information or what some call "guidance". Gregg and the other analysts earn their money by keeping their ear to the ground and getting all of the inside industry info. They look at a specific companies, assets, performance, and future possiblities. If they need to ask (almost beg during the last cc) questions that are so leading that there can be no misinterpretation of their meaning or intention are they really doing their job that they get paid for or can you and I get the same information and not pay them a penny? I think that many of the analysts have begun to overstep and be just the leaders of the herd mentality. Instead of doing their homework like Gregg and a few other truly worthy analysts do all they do is regurgitate what the company has spoon fed them! I can do that, that is NOT what they are paid for. As far as a game goes this is exactly the definition of a game. The only problem is that the analysts want to write the rules in their own favor and QCOM is not allowing them to. Instead of the analysts accepting what the Q is doing as an honorable and worthy thing and doing their own homework and making contacts to get the info they are saying: "if you don't bare all then we'll give you a bad rating and take our ball and go home! Nyeah!" What kind of BS is that?