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

To: Valueman who wrote (23504)	2/27/1999 12:21:00 AM
From: JMD	Read Replies (1) \| Respond to of 152472

V-man: I own a shit-load of shares when viewed in the testicular sense. :-) Surfer Mike

To: Valueman who wrote (23504)	2/28/1999 4:34:00 PM
From: kitterykid	Read Replies (1) \| Respond to of 152472

Valueman: Sorry we didn't meet in San Diego this past week. Wow - what a meeting - convergence, ASICs, The Thin Phone, The PDQ, Mexican production,royalties and software - it seems to me like it's all coming together. Is the sell side on to this ASICs business? 90% of 32 Million chip sets this year, 50 Million next, 70+ Million after that. And am I correct that the profitability may be $10-$15 per set? The thin phone could be huge, infrastructure may not be so bad after all. I was very impressed with Don Schrock. I'm wondering - perhaps virtually all the other handset manufacturers will HAVE to buy from QCOM just to stay competitive. What do you think?