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

To: marginmike who wrote (24334)	3/17/1999 2:37:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 152472

Tero on Yahoo> mmmmm... by: tero_kuittinen 6519 of 6520 A 61xx knock-off is exactly what Ericsson doesn't need. That platform is already getting old. This display thing is starting to get serious - the first stock quote, news headline and other value added services are surfacing in America this year. And are supposed to be the big ticket in the European markets this spring. There are two excatly opposite rumors about the Ericy-Qcom deal: one saying the end is near and the other that the whole negotiations are about to collapse. I doubt anyone outside the companies knows the score. I have a real hard time imagining these two companies reaching an amicable settlement. Ericsson wants the US market to split in three when it comes to third generation standards and apparently that is what both AT&T and the US GSM operators also want. The longer the dispute drags on, the more likely the US market is to remain splintered. This would slow down the introduction and acceptance of 3G in USA and the second generation situation might be replayed once again. It must be tempting for Qcom to let the 3G dispute to drag on in hopes that they can then demand higher licensing fees in exhcange of not blocking W-CDMA. As long as both sides think they might benefit from prolonging the dispute, what's the incentive to make concessions?

To: marginmike who wrote (24334)	3/17/1999 3:47:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

Q! selloff I agree MMike. It is CERTAIN that there will be a big selloff on the news. This is BIG news. There has been a runup from $50 to $80 on Q! based mostly on the news of victory and a deal in the offing. However, the direction of moves during the big selloff is doubtful. It could still be up. The fact is that there will be less unknown about the future and that is a huge plus for Q! That means there will be upward pressure. But as you say, the initial, 'right, grab our profits and let's make like a hockey stick and get the puck out of here' could well cause a price drop. But I bet it will be upwards. But it won't be a doubling or anything like that. Not immediately anyway - everyone who isn't watching HDTV with a racing-stripe and tail-fin remote knows about the deal. Many big time fund managers who need safety and known quantities with no ugly technical speculation will buy in with billions of $$$ they have sloshing around thanks to The New Paradigm. Mqurice Q! $100 31 March [heh! heh!] Dow 16,000 Feb 2002 It was fun to see the Dow reach 10,001.78! That's better than the millennium. Has anyone seen that the worry now is that systems will nearly all work fine and there won't be any big shambles as a result of the millennium bug, but there is going to be a huge shambles because everyone is going to get $5000 cash, fill all the cars with gas, keep off the planes, stock up with food stuffs and generally cause a huge spike in the normally tranquil fractal pattern of life in HDTV land. I think I'll sell all my stocks and withdraw ALL my money from the bank; just to be on the safe side. Maybe buy some agricultural land and some armaments too.