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

To: Gregg Powers who wrote (21310)	1/14/1999 3:30:00 PM
From: Jon Koplik	Read Replies (1) \| Respond to of 152472

Gregg - thank you for the HUGE update. One question -- in your section /1/, I was getting a little confused about who was who near the end. Want to spend more time trying to convey to us what you meant ? (I know you have other things to do). Jon.

To: Gregg Powers who wrote (21310)	1/14/1999 11:34:00 PM
From: straight life	Respond to of 152472

Thanks for the report; my only comment is the hope that Dr. Jacobs and the gang do well on the all important CC following earnings. If they do well and the stock rises, then the probability recedes of them being taken over prematurely (which would quash all of our hopes for a long term relationship with this excellent company). Having been taken over before, I would guess the good doctor and company relish their independence; as do we.

To: Gregg Powers who wrote (21310)	1/15/1999 12:13:00 PM
From: 2brasil	Respond to of 152472

Gregg thanx for your report, i was recently in sao paulo, brazil there were qcom ads everywhere, and the sales girl who were showing tcp's cdma phones i.e samsung mot,qcom said the best training they received from the 3 companies was by qcom. qcom up $3 ! bruce Global CDMA Operators Offer Comprehensive Proposal to Harmonize Third Generation Wireless Standards CDG Calls for Global 3G Summit to Work Collectively on Unified Resolution COSTA MESA, Calif.--(BUSINESS WIRE)--Jan. 14, 1999--A broad group of cdmaOne operators today released a comprehensive proposal to harmonize third generation (3G) wireless technologies, including W-CDMA and cdma2000, that have been proposed to the International Telecommunications Union (ITU) for IMT-2000. The proposal is being discussed with other operators from around the world this week. The proposal is based on the ITU's goal of a global standard based on the Family of Systems concept and builds on the many compromises that have already been reached in discussions between standards organizations in Japan, Korea and North America. To resolve the global 3G standards debate, the CDMA Development Group (CDG) has called for a 3G Summit to include operators, manufacturers, and industry groups from around the world to convene. ''It is very encouraging to see operators active in addressing convergence and present a detailed proposal for compromise,'' said Perry LaForge, executive director of the CDG. ''Furthermore, we believe a 3G Summit is necessary to bring all parties together to finally resolve this issue. We hope to work closely with the operators, manufactures and industry groups over the next few weeks to end the deadlock.'' The significance of the operator proposal is that it is technically comprehensive, focusing on several key parameters that must be addressed in any convergence discussion, and incorporates the results of technical discussions between ARIB and TIA as a foundation. The proposal addresses aspects such as channel structure, pilot structure, inter-base station operation and frame length. LaForge continued, ''Any convergence proposal should build on the accomplishments that have been achieved thus far in resolving this issue. We have continued to emphasize that convergence offers lower research and development costs, worldwide roaming, stronger wireless competition with landline telecommunications systems, fulfillment of the ITU IMT-2000 goals, and increased customer satisfaction.'' LaForge concluded, ''In addition to reaching compromise, it is critical to ensure a process is in place to implement the agreement of a converged standard -- the partnership project approach is a viable mechanism for this process. ''However, we are deeply concerned about recent statements from ETSI indicating that the 3G Partnership Project, which includes the US standards organization Committee T1 as a partner, will effectively bypass the ITU process. This continues to indicate ETSI's lack of concern for harmonization of cdma2000 and WCDMA. We are addressing this issue with the appropriate entities.'' The CDMA Development Group (CDG) is a nonprofit trade association formed to foster the worldwide development, implementation and use of cdmaOne. The 100 member companies of the CDG include many of the world's largest wireless operators and equipment manufacturers. The primary activities of the CDG include development of cdmaOne features and services, public relations, education and seminars, regulatory affairs and international support. Currently there are more than 500 individuals working within various CDG subcommittees on cdmaOne-related matters. For more information about the CDG, contact Christine Bock of the CDG News Bureau at 714/540-1030, ext. 11, e-mail chrisbock@bockpr.com or visit the CDG Web site at cdg.org. Contact: CDG News Bureau Christine Bock, 714/540-1030 ext. 11 chrisbock@bockpr.com Related News Categories: computers, telecom Help Copyright © 1999 Business Wire. All rights reserved. All the news releases provided by Business Wire are copyrighted. Any forms of copying other than an individual user's personal reference without express written permission is prohibited. Further distribution of these materials is strictly forbidden, including but not limited to, posting, emailing, faxing, archiving ina public database, redistributing via a computer network or in a printed form. See our Important Disclaimers and Legal Information. Questions or Comments?

To: Gregg Powers who wrote (21310)	1/15/1999 12:45:00 PM
From: SKIP PAUL	Read Replies (1) \| Respond to of 152472

Gregg, I completely agree with your assessment of QCOM's Omnitracs/Trailertrac business. It is a hidden Jewel which the market is not valuing. For those who are not aware QCOM sells GPS based tracking and communication devices into the Long haul truck market and is the runaway leader in that market. QCOM makes a nice profit on the sale of the device and then a recurring charge for communication between the vehicle and the monitoring station. QCOM has over 400,000 (relying on my memory) units in operation. At only $2,500 per subscriber this business would be worth $1 billion. I think its worth more than that perhaps double that.