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

To: Ramsey Su who wrote (24034)	3/11/1999 11:23:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 152472

Ramsey - what I don't understand about this backward compatible issue is the lack of protest from those who would be hurt the most. I find it somewhat puzzling myself. My only explanation is that in general companies are reluctant to squabble in public. It does not help their image (one need only look at Qualcomm and Ericsson to see this - Ericsson may have started with the mud slinging, but now they are almost as covered as their target.) Instead normally companies make their releases through proxies, and 6 months ago this was largely true. The only three entities making noise six months ago were: 1) Industry groups whose job it largely is to make such statements (e.g. CDG which represents CDMAOne operators and suppliers; N.A. TDMA, which represents IS-136 operators and suppliers, ...) 2) The only major telecom company without any CDMAOne license. 3) The telecom supplier which has to explain its unwillingness to license its IPR. The only real puzzle in this group is Ericsson, but I think it may just be part of their corporate culture. But, as the pressure builds I would guess that the reluctance to make public statements is waning. And in fact we see more public statements - starting with NTT et al in late December, moving to the Vodaphone after the merger announcements and ending with the quote from the Bell South exec at the ITU conference. So to sum up - many other companies may be backing Qualcomm behind the scenes, but do not want to be covered in mud and as long is Qualcomm is on point they see little need. Very long winded hypothesis, but it fits the facts and the snippets leaking out from other interested parties (e.g. Nortel's comment that Ericsson's compromise was not, in fact, a compromise at all.) Clark

To: Ramsey Su who wrote (24034)	3/11/1999 12:01:00 PM
From: Jon Koplik	Read Replies (1) \| Respond to of 152472

You know, the volume so far today (510 K at almost 12:00) is not very high. So, that means no one is interested, but the stock goes up anyway (?) Or, everyone is watching everyone else to see if we have a meaningful push (and close) above the $80 to $80 1/2 range (?) (I vote for second choice). Jon.

To: Ramsey Su who wrote (24034)	3/11/1999 1:05:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

Ramsey, EVERYONE [except us*] benefits if pressure on Q! cuts their licence fees and royalties. Sprint will leave Q! to be fought by all, knowing that Q! will INSIST on the chip rate and backward compatibility. Sprint wants backward compatibility and no royalties. Mqurice PS Dow 16,000 Feb 2002 Joseph: //Are you turning bearish? That's only 18% annual rate of growth from today's closing price.// When I first said Dow 16000 Feb 2002 and Dow 8000 Feb 1998 back in 1995 when the Dow was 4500 and Myron Kandell [sp?] on CNN along with many others were predicting quite a fall after the big rise, NOBODY was saying 8000 made any sense let alone 16000 which they thought indicated simple insanity or some kind of weird joke. Now you are thinking 'bearish'? See how quickly The New Paradigm is working. Now I bet most of you don't think 8000 is hugely over the top. Some of you might even be starting to think 16000 'bears' some similarity to 10000. Dougjn noticed that the growth rate needed to get to 16000 by Feb 2002 wasn't extorquerationate. Now you. Soon it will be fashionable. It'll probably rise too soon and do a 25% crash before Feb 2002. That should be fun. Meanwhile, IBM brings out a new chip which will, like all these things, benefit CDMA disproportionately, making Tero's ululation of Nokia's GSM handsets an anachronistic joke. Then IBM will bring out a SiGe version of their new chip and Q! will be able to perform amazing cellular tricks. Looks as though EarCells [TM] will be possible very soon, with voice recognition and Sony 3D glasses for watching 3D WWeb in stereophonic sound. Earcells [TM] are similar to little hearing aids as made by Phonak and others which fit inside your ear and act as a noise filter, controller and communicator. [I tried to keep it to a word, but got carried away! With Q! trading above my golf lows, we have now entered the initial phase of the Q! Black Hole. Once my and Q! means reach convergence we should see the beginning of the Big Black Hole inflation with a rapid rate. Having a totally blowout quarter underway isn't going to hurt!]