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

To: Ruffian who wrote (22347)	2/2/1999 5:43:00 PM
From: Brian Lempel	Read Replies (1) \| Respond to of 152472

A quick question: With estimates of $60 billion in CDMA sales by 2002, what amount of this can we expect to flow straight to the bottom line as royalties? Thanks, Brian

To: Ruffian who wrote (22347)	2/2/1999 5:45:00 PM
From: Caxton Rhodes	Respond to of 152472

The layoff and sale or shut down of the infrastructure division should boost the stock, not hurt it, imho. Caxton

To: Ruffian who wrote (22347)	2/2/1999 6:12:00 PM
From: Keith Feral	Read Replies (2) \| Respond to of 152472

According to mgmt on the conference call, they are going to sign a major OEM deal with a non North American telecomm company. They specifically stated that there was no intention to dissolve the infra group. With major infra in Brazil, Mexico, Australia, GRTRF, USW, Russia, it does not appear likely to let go as things are finally gaining visibility. Why would mgmt kill earnings just as things are beginning to improve? They have easy earnings comparisons for the next two quarters. I really doubt that they are going to disappoint investors with an untimely restructuring. I do think mgmt is keeping a careful eye on the headcount.