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

To: DaveMG who wrote (22018)	1/27/1999 12:35:00 PM
From: Sawtooth	Read Replies (1) \| Respond to of 152472

<<So it looks like this NTT meeting Jan 28, which is tomorrow, is shaping up to be a big deal.>> The same day Ericy releases annual earnings and has mentioned "important announcements". Should be interesting.

To: DaveMG who wrote (22018)	1/27/1999 1:34:00 PM
From: bananawind	Read Replies (2) \| Respond to of 152472

DaveMG, ...don't disagree in any fundamental way with Greggs analysis. Perry LaForge and CDG also seem to think we're in the endgame... So does George Gilder. An excerpt from the Jan 99 GTR: "Any way you cut it, the decision by ETSI, the European telecom standards body, to choose any kind of CDMA for the next generation of GSM is a huge victory for Qualcomm. The pretense that it's Ericsson's W-CDMA cannot conceal the Qualcomm concepts that make it possible: rake receivers, soft handoff, power control. The anti-competitive edict by the EU has been challenged by the US Government. In a letter... " "Hey, throw me into the briar patch! This is where Qualcomm has thrived for more than ten years. The only difference is that in the past the US State Department endorsed GSM as a standard, and Qualcomm was a tiny startup with no allies at all and few revenues. Nonetheless, the power of its CDMA and entrepreneurial boldness has made it a $3.3 billion company, quadrupling revenues over the last three years and prevailing against all the powers and principalities of the telecom establishment. Generation 3? One way or another, a piece of cake" [emphasis mine] -Jim