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

To: Ruffian who wrote (21707)	1/20/1999 4:19:00 PM
From: GO*QCOM	Respond to of 152472

There is something BIG lurking.I could feel it in my bones.

To: Ruffian who wrote (21707)	1/20/1999 6:39:00 PM
From: limtex	Respond to of 152472

mp - I don't buy this business about 'people' trying to push the price down by putting about rumours of poor handset sales and the like. Institutions are very much smarter than that. They know the rateof handset sales and they regularly talk to the Q to get updates on that kind of thing. The stock price goes down because there are more sellers than buyers full stop. If people were that much convinced of the Qs performance they would buy and buy and buy and you wouldn't see a seller for miles and the price would rise to well over $100 which IMHO is where ti should ahve been a time ago. Trouble is the market clearly isn't convinced yet.... but they will be. Regards, L

To: Ruffian who wrote (21707)	1/21/1999 10:40:00 AM
From: Clarksterh	Read Replies (4) \| Respond to of 152472

Rodolse from the Yahoo boards, and is pretty reliable, responds to my question as to why he thought 3.68MHz chip rate was unlikely to be swallowed by Ericsson: Clare, I have discussed the chip rate issue with friends at ERICY on several occasions after the Dec. 8 "compromise" that the company put forward. My understanding is that the 3.68 rate is very, very hard to swallow - not because it would hamper performance but because it would put GSM operators at a significant cost disadvantage vis-a-vis IS-95 operators when upgrading to 3G. I believe that ERICY is willing to strike a deal on just about every other point (dropping lawsuit, agreeing on royalties for Q IPR, cross-licensing of GSM for a possible worldphone from Q, etc.) but not on the 3.68 rate. However, with two very important operators deciding to run both GSM and IS-95 (VOD/ATI and Telstra) in the last few months, perhaps the pressure on ERICY has abated somewhat. Clark