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

To: Gregg Powers who wrote (19355)	12/8/1998 6:27:00 PM
From: JMD	Respond to of 152472

Gregg, simply a remarkable post! Thank you. Mike Doyle

To: Gregg Powers who wrote (19355)	12/8/1998 6:32:00 PM
From: Valueman	Read Replies (3) \| Respond to of 152472

You wouldn't be so kind as to post his e-mail address for us, or could some other enterprising soul supply it? It is not unfair to mount a campaign of our own.

To: Gregg Powers who wrote (19355)	12/8/1998 6:53:00 PM
From: Joe NYC	Read Replies (2) \| Respond to of 152472

Greg, In my opinion, the reason for selling today may be related to Sony recall: techweb.com I am not sure if I am hallucinating, isn't the news of the "compromise" chip rate old news? I seem to recall that seeing it a couple of months ago. Maybe not from ERICY, but from other source. Joe

To: Gregg Powers who wrote (19355)	12/8/1998 7:23:00 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 152472

Grinning and laughing! This is so much fun. It took me ages to read through the thread and get up to speed. The chip rate concession was such a joke. Mika, I try to take you seriously, same as Tero, and I know we are all blinded by our beliefs and try to hold onto them, but do you really believe what you write? Clark Hare has pointed out logic silliness in your 747 whine about TDMA having a vote on the chip rate. Others, such as Valueman have cleared all the smoke. You said L M Ericsson had made a concession, given something away and what would Q! offer in return. If L M Ericsson negotiate like this, they are stupider than I thought possible. The expression people use is cutting off your nose to spite your face or shooting yourself in the foot [incorrectly in that case because shooting yourself in the foot derived from a deliberate shot to the foot to remove yourself from battle and risk of worse injury, not from a Wild West quick draw artist firing the gun before he got it out of the holster - that's what I think anyway, but somebody might know better]. L M Ericsson is negotiating their way into a dead end street - for them, but not for Q! who as Gregg says have got an open highway stretched out before them to cdmaOne, high data rate, cdma2000, and the sky's the limit [Globalstar]. The delay Ericy is achieving is costing themselves billions. They are cutting off their nose and chin, shooting themselves in the foot and heading up a dead end street. Each to their own! Then they'll have to go to court and pay damages to Q! for unfair competitive practises or whatever it was that Q! accused them of when their salespeople went round bad mouthing cdmaOne and Q! The ITU has warned that they will abandon 3G if agreement isn't reached by 31 December and THAT is bad for L M Ericsson especially. Q! and licensees will simply continue to roll out 3G anyway in the form of cdma2000 and Europe can stay with GSM and their banana republic as long as they like. Gregg has pinned Marc Cabi down. Thanks Gregg. And people sold Q! stock in fear of that? I know investors are frightened by their own shadow because they lack conviction in what they have done, mostly because they lack knowledge. Where there is smoke there is fire, they figure, and they don't want their feathers singed. Tero, you'll have to forget flogging the poor old dead GSM nag and get into the 3G wars which is where the action is. Nokia will be buying MSM3000 soon enough to show their mettle in all handset types. They won't want to be lost in the cdmaOne dust. Neither will they want to put out a second class cdmaOne handset to establish their brand as "Great in analogue, TDMA and GSM but they couldn't really cope with cdmaOne". Wakey, wakey, Tero! Korean cdmaOne market maturing? That's crazy. Both Cabi and Q! are wrong on that one. Check out Finland for mature! They are heading for everyone having a few handsets. One to wear while jogging, one for the beach, a stereophonic Earcell [TM] pair, one for WebWorld, one for the car, one for Globalstar links etc! Forget about maturing in Korea or anywhere else. Then there is the whole panoply of 3G devices to come. The fear over Korea early this year has been totally shown as silly because they have expanded hugely in cdmaOne. They are exporting like mad too. The Koreans are mad at Q! because the ASICs are costing too much? That's a peculiar reason to get mad. Not really credible either. Maybe they can get a better deal at licensees VLSI or DSP for a second class product, so fair enough if they change supplier. That's what licensees are for. Korean customers were also allegedly angry about the allegedly big cdmaOne royalties they agreed to pay to get a jump on the GSM world, which they have achieved. These 747s are whining all over the world as Mika says. What I do if I don't like the price of something is try to persuade the supplier that they will lose a sale if they don't meet my price. If they won't agree, I go to the beach, buy something else, but I don't whine. Unless they have a government mandated monopoly, which is the only monopoly which matters. Then I don't whine, I pull out a bazooka! The Fun has Begun! Mqurice Note: Earcell [TM] is an earpiece in each ear, [which is great for working in noisy environments, driving etc] with a microphone built into the earpiece, with a control box in your pocket or on your belt or wrist and a wireless link between them. Voice control, dial etc means no need to get the control box out of your pocket unless you want special functions, large screen display for images etc. MEM technology is going in leaps and bounds and this is macro technology compared with that. Phonak [of Switzerland] and other hearing aid makers are already up with this sort of miniature technology for hearing impaired people. With cdmaOne, you get perfect voice even from noisy factories. All in hifi, stereo sound. Music can be called up. All sorts.

To: Gregg Powers who wrote (19355)	12/8/1998 10:48:00 PM
From: SKIP PAUL	Read Replies (1) \| Respond to of 152472

Beyond the prima facia absurdity of this nonsense is the simple fact that roughly $75mm worth of Qualcomm stock (adjusting for double counting) appears to have been sold Throw in the prescient purchase of 1000's of near money puts yesterday and today and it seems like crimes may have been committed and deserve investigation. For those who want to take some action the regulatory bodies are: sec@enforcement.gov NASDR in New york City Compliance Dept of CS first Boston US Attorney General Mary Jo White in NYC