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

To: Jim Lurgio who wrote (21940)	1/26/1999 8:59:00 AM
From: Jon Koplik	Respond to of 152472

Are they (NTT) just trying to keep a whole bunch of lawyers very busy ? Jon.

To: Jim Lurgio who wrote (21940)	1/26/1999 11:49:00 AM
From: bananawind	Read Replies (2) \| Respond to of 152472

Jim, All, DoCoMo's aggressive 3G deployment schedule reflects their desperate need to be able to compete with the new cdmaOne competitors in Japan. You can bet that the comparison of Sprint's 4th quarter new subscribers (840,000) to those of ATT Wireless (about half as many) is not lost on them. I found this part of the release VERY interesting: NTT DoCoMo will hold a meeting to explain details of the procurement in Tokyo on Jan. 28. That is the date for Ericy's earnings release and rumored announcements. If Q has negotiated a deal with Ericy, I would expect it would be announced by Ericy at that time to offset the impact of what should be a pretty lousy profit report.

To: Jim Lurgio who wrote (21940)	1/26/1999 2:43:00 PM
From: Maurice Winn	Respond to of 152472

"...NTT DoCoMo's annual investment in the new technology will be about 800 billion yen (US$7.1 billion). Some funds are to be allocated to projects related to W-CDMA. Five companies will be contracted to produce mobile phone terminals, three companies for base stations and three companies for control systems, according to NTT DoCoMo officials...." Let's see, if Q! gets 15% of that money [5% royalties and a share of handset sales - pdQ, Thinphone, MSM3000 ASICs and other moolah], then there will be another $1bn per year sloshing into the trough. Maybe even some infrastructure. Maybe $2bn per year to Q! Oh, yummy, yummy, yummy. They are obviously keen to stop their cdmaOne competitors getting too far ahead. They will probably go straight to cdmaOne until cdma2000 or WWeb is available a couple of years later, then upgrade using the good old Q! chip rate. Mqurice