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

To: straight life who wrote (25009)	3/25/1999 1:05:00 PM
From: Clarksterh	Read Replies (2) \| Respond to of 152472

Just for interest's sake lets look at the demands Qualcomm originally had and what they got: 1) Converged chip rate - Did not get it 2) Dual network compatibility (IS-41 and GSM MAP) - Got this 3) Synchronous basestations - Did not get this 4) Variable rate vocoder - I think they gave up on this a while ago. 5) Low energy on reverse link audio band - ?? They got very little of what they originally wanted. Essentially they sold their infrastructure division for $500M to $1B, some royalties and the hope that Ericsson will now start installing the CDMAOne or the CDMA-2000 version of the new 3g 'standard' in Europe. I would say that, given Ericsson's past history, that hope is not something that I would plan on. For the original list of Qualcomm requirements: exchange2000.com Clark

To: straight life who wrote (25009)	3/25/1999 1:06:00 PM
From: idler	Read Replies (1) \| Respond to of 152472

I attended the conference at the Waldorf -- Dr. Jacobs did say he was "quite pleased with the results" and that Q is "excited about earnings growth prospects" for all aspects of the business. Ericsson will acquire Q engineering talent from infra biz and create global tech center in San Diego. Questions for Dr. Jacobs re Q future: Q will continue to manufacture ASICs, provide software to other manufacturers, will retain ability to make infrastructure equipment for Nortel and can manufacture multi-mode phones with no additional size implications; believes can continue to compete in phone market, which "goes hand in hand w/ ASICs." However I heard concern after the meeting as to whether Q had given up too much.