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

To: kech who wrote (20947)	1/7/1999 5:39:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 152472

Throw in Nokia, Ericy, And sit back and watch ebay. Regards, Michael

To: kech who wrote (20947)	1/7/1999 6:08:00 PM
From: Jon Koplik	Read Replies (1) \| Respond to of 152472

And, a further note regarding being a wild and crazy speculating kind of guy. Two days ago, I was checking my "cash available" and "buying power" at the securities firm (which shall remain un-named here) where I have my margined Qualcomm position, and the numbers seemed wrong. On further probing, I discovered that my firm had lumped Qualcomm with stuff like AMZN and YHOO (!) Even they (immediately) agreed that this was ridiculous; and said they would fix up the margin requirement stuff for my account before the next morning (which, they did). In case any big (margined) Qualcomm shareholder is planning on doing a massive trade (on a moment's notice), you might want to have a friendly chat with your friendly margin clerk at least a day before you try to do the trade. Jon.

To: kech who wrote (20947)	1/7/1999 10:26:00 PM
From: Caxton Rhodes	Read Replies (4) \| Respond to of 152472

Tom This is from an article on post 3706 on the WCOM Thread: Atlantic, with which AirTouch already shares joint ownership of PrimeCo, a PCS (personal communications service) company, wants to create a national U.S. wireless footprint. If combined with the Baby Bell's East coast-based mobile operations, the AirTouch subscriber base could be expanded from coast to coast. Britain's Vodafone Group is aggressively expanding on the European continent, and has invested alongside AirTouch in several overseas ventures. Joining the two companies' operations would create a network that spans Europe, and would give Vodafone a valuable presence in the U.S. and Asian markets. MCI WorldCom has created a valuable international end-to-end phone network, but lacks a wireless strategy. Chairman Bernard Ebbers has said in the past that he prefers to concentrate on land phone lines, but many analysts have said the company should have a wireless component if it is to compete with the world's other full-service telecommunications giants.

To: kech who wrote (20947)	1/10/1999 1:29:00 AM
From: Joe NYC	Read Replies (1) \| Respond to of 152472

Tom, I think MCI/Worldcom-ATI would not do anything for QCOM. It's just a change in ownership, with little deeper pockets. Bel - ATI would be the best for QCOM. BEL + GTE + ATI would be a serious national player, probably the strongest player. From the link that Mikka provided, their cellular subscriber count would be 18 milion plus 700K in Primeco compared to AT&T 6.8 million. If Gregg is right about the cost structure of AT&T wireless, it would be only a question of time before they combined Bel Atlantic crushed AT&T. Since AT&T is the only serious challenger to CDMA in the US (GSM players are too weak), it would help consolidate CDMA position in the US. Vodaphone-ATI might be a wild card, creating something of a potential Trojan horse for QCOM in Europe, but it is not certain. It's almost as likely that they would become a proponent of W-CDMA in the US. Joe