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

To: Sawtooth who wrote (20151)	12/20/1998 7:21:00 PM
From: Ruffian	Respond to of 152472

Everen> Stocks chosen from the analysts' coverage lists by the Investment Policy Committee as the most timely investments for each stated purpose. 12/11/98 Rating Suitability $ Price America Online 1-1 H 91.563 American Home Products, Inc. 1-1 L 52.938 Ascend Communications * 1-1 H 60.188 Cabot Oil & Gas 1-1 M 15.000 ChampionshipAuto Racing Teams 1-1 H 28.688 Coast Dental Services, Inc.* 1-1 H 11.688 Comerica, Inc. 1-1 L 65.875 Exodus Communications * 1-1 H 49.875 Family Golf Centers, Inc.(U) 1-1 H 17.688 G & K Services, Inc. 1-1 M 51.000 Imax Inc.* 1-1 H 28.563 Impac Mortgage Holdings, Inc. (u) 1-1 M 4.813 Labor Ready 1-1 H 20.813 Merck, Inc. 1-1 L 145.563 Old Kent Financial 1-1 M 40.875 Oracle * 1-1 L 37.250 Qualcomm * 1-1 H 52.188 3Com Corp. * 1-1 M 43.813 USWeb * 1-1 H 21.563 Warner Lambert 1-1 L 75.750 A = Actual; E = Estimate; N.A. = Not Available; N.M. = Not meaningful. Opinion code for intermediate-and long-term time horizons. 1 = Outperformer; 2 = Market Performer; 3 = Underperformer. Suitability H = High Risk; M = Medium Risk; L = Low risk; I = Income *EVEREN makes a market in these shares and may deal as a principal. (u)EVEREN has acted in an underwriting and/or investment banking capacity for this company within the past three years.

To: Sawtooth who wrote (20151)	12/20/1998 7:22:00 PM
From: CDMQ	Read Replies (1) \| Respond to of 152472

Finally, the reports are turning positive. Analysts are beginning to catch on to the propaganda. The tide is turning? uniontribune.com Consortium may ease Qualcomm, Ericsson dispute By Mike Drummond UNION-TRIBUNE STAFF WRITER December 19, 1998 SAN DIEGO -- European and Asian telecommunications companies declared yesterday they would "build a bridge" between wireless technologies developed by San Diego-based Qualcomm and its Swedish rival, Ericsson. The move could ease uncertainty surrounding the development and deployment of new and larger capacity wireless systems, known in the industry as third generation, or 3G, a frontier worth billions of dollars. The consortium of companies, which includes Japan's NTT Mobile Communications Networks and British Telecommunications plc, agreed to discuss altering their operating systems to accommodate a convergence of Qualcomm's and Ericsson's latest technologies -- which are currently incompatible. "The ideal is to establish a worldwide . . . communications platform based on a single technical standard," the companies said in a joint statement. Qualcomm's code division multiple access technology, or CDMA, was first to market and is deployed widely in the United States and Korea. Ericsson's technology is based on global system for mobile communications or GSM, and is being deployed in Asian and European markets. Qualcommm has argued for a convergence of the two rivaling technologies so that its existing technology would be compatible with Ericsson's latest offerings. Ericsson recently proposed a compromise some analysts described as disingenuous. "We think it's significant that a group of international companies publicly embrace convergence," said Bill Bold, Qualcomm's vice president of government affairs. Others did not think the announcement was all that earth-shaking. "There wasn't a whole lot there," said Pete Peterson, an analyst with San Francisco-based Volpe Brown Whelen and Co. "We were wondering whether there was something coming out later." Ericsson representatives could not be reached for comment. The two companies have been in dispute since 1995, when Ericsson asserted eight patent-infringement complaints against various elements of Qualcomm's digital-wireless equipment. In October, Ericsson dropped five of its eight claims, a retreat many saw as a boost to Qualcomm. The case is scheduled to go to court next year. "I think the tide is turning against Ericsson," Peterson said. Moreover, Peterson said the lawsuit has compelled the two companies to talk about other mutual issues, which may lead to compromise. "There is direct . . . communication ongoing," Peterson said. "The lawsuit forces the communication between the two, and they have used the forced path to at least exchange ideas on other things."