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

To: Valueman who wrote (18209)	11/11/1998 10:11:00 AM
From: Dave	Read Replies (1) \| Respond to of 152472

Valueman: With respect to your post about the pricing being an analog StarTac, I know that. I was responding to Clark's post in which he stated: The Q has a list price of $500 and although I don't know the list price of the CDMA Startac, the cheapest non-CDMA Startac is $800 and the most expensive is $1500. First I stated that the StarTac, which I mean the analog StarTac, was much less than $800. Then I supplied a reference. dave

To: Valueman who wrote (18209)	11/11/1998 10:11:00 AM
From: Ruffian	Read Replies (2) \| Respond to of 152472

I Knew it wouldn't be long till this ASSHOLE responded> Finance Home - Yahoo! Top:Business and Finance:Stocks:Technology:Computer Peripherals:COMS (3Com Corporation) Help - Add to My Yahoo! - Sign Out RESEARCH UPDATEWIRELESS INDUSTRY UPDATE by: SpyderFerrari 15758 of 15830 CSFB TECH INTRA-DAILYJake Hindelong Thursday November 5, 1998 RESEARCH UPDATEWIRELESS INDUSTRY UPDATEMarc A. Cabi, Wireless Data Application Development Heats Up * Qualcomm is expected to announce in a press conference on November 10 a partnership with Microsoft and the formation of a joint venture company meant to focus on both companys' penetration into the wireless data device arena. We believe that this is a competitive reaction by Qualcomm against current development collaboration by several tier one suppliers. * This news occurs on the backside of Motorola's earlier announcement to join the Symbian venture, a partnership with Nokia and Ericsson and wireless data applications supplier, Psion. We believe that Motorola's decision to join the Symbian alliance clearly lends momentum to the Symbian venture. * We believe that Samsung, which also appeared to have close ties with Microsoft's CE, has slowly receded from supporting this application due to issues surrounding Window CE's resource demands. * We believe that ultimate success of operating systems for wireless devices will be determined by current market share of devices in the field. We estimate Ericsson, Nokia and Motorola to have a cumulative market share of nearly 70% while Qualcomm has less than 5%. * We reiterate our STRONG BUY ratings on Ericsson and Nokia. We expect Motorola to benefit from the Symbian relationship but maintain our HOLD rating for other reasons. We view the Qualcomm/ Microsoft venture as a long shot to displace Symbian and maintain our HOLD rating on Qualcomm. (QCOM-$55-HOLD), (NOKA-$92 1/2-STRONG BUY), (ERICY-$23 3/4-STRONG BUY), (PSIOF-8-BUY), (Symbian-N/R), (MOT-$54-HOLD), (Samsung-SSNLF-N/R), (MSFT-$105 1/2-STRONG BUY) 3Com (COMS-$34 7/8-STRONG BUY)Paul Weinstein, 3Com makes investment in Fibre Channel Start UpFY99E:$1.39, FY00E:$2.31 * Following the November 2 agreements with partnerships with Legato, Data General and MTI, 3Com yesterday announced that it made an equity investment in privately held Gadzoox Networks and will take a seat on the company's board. Gadzoox is a leader in developing Fibre Channel hubs and SAN management software. 3Com joins Seagate on the board and as an investor in Gadzoox. * The 2 companies plan to develop new hardware and software products for the SAN mkt in CY1999. * We expect this market will experience rapid growth off a small base (estimated at $150-200 mm in 1998) eventually reaching $1 to 2 billion in equipment sales early next century. However, we strongly believe this will require the development of an indirect distribution channel, an area of particular strength at 3Com. (LGTO-$44 1/4-N/R), (DGN-$17 5/16-HOLD), (MTIC-$3 1/2-N/R), (SEG-$29 11/16-N/R)Cisco (CSCO-$65 9/16-STRONG BUYPaul Weinstein, Update from Analyst MeetingFY99E:$1.46, FY00E:$1.88 * Focus of Cisco's analyst meeting on long term trend of the development of the Internet economy. This trend is lead by Cisco and distinguishes the company from its competition * Cisco is at front end of a several hundred billion dollar rev opportunity as volume of data traffic begins to outpace voice traffic. Service provider customers are seeing the cross over earlier than expected. This sets the stage for the building of data centric networks that will eventually carry voice for free * Financial guidance overall not changing; higher revenue growth supports higher operating expense guidance. Cisco still sees more opportunities than it can fund. * Cisco demonstrated 'home of the future' technology in which all electronic devices are connected to the Internet (PC, TV, lighting, appliances, monitoring systems). Connecting more devices should positively impact network usage. Posted: Nov 10 1998 2:12AM EST as a reply to: Msg 1 by YahooFinance Free Real-time Quotes. No-fee IRAs. Over 4000 Mutual Funds. Click here! Related Links Quote Profile Research Insider Go to: Start \| Most Recent \| Msg #: All Boards & Topics Authors Terms and Conditions Yahoo! is a trademark of Yahoo! Inc. Copyright © 1994-98 Yahoo! All Rights Reserved.