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

To: Clarksterh who wrote (25087)	3/25/1999 7:30:00 PM
From: straight life	Read Replies (1) \| Respond to of 152472

Investment Community Conference Call -- Q & A With QUALCOMM Management on Developments with Ericsson -- Conference Call QUALCOMM's Management will host a question and answer session on developments with Ericsson on Friday, March 26, 1999 from 7:00 a.m. to 8:00 a.m. (PST). To participate in the call, please dial (212) 896-6122 ten minutes prior to the start time. Please use reservation number 12057542. Rebroadcast The conference call will be available for rebroadcast on Friday, March 26, 1999 beginning at approximately 9:00 a.m. (PST). The rebroadcast will air through Tuesday, March 30, 1999 at 5:00 p.m. (PST). To hear the rebroadcast, domestic participants please dial (800) 633-8284. International callers please dial (619) 812-6440. Both domestic and international participants should use reservation number 12057542. Questions will be taken from members of the investment community. Members of the media may join in listen-only mode. Historical releases and financial documents are available on QUALCOMM's fax-on-demand service. To access this service, please call (619) 658-4813 or visit the Company's website at qualcomm.com. SOURCE QUALCOMM Incorporated -0- 03/25/99 /PR Newswire -- March 25/ (QCOM)

To: Clarksterh who wrote (25087)	3/25/1999 7:35:00 PM
From: straight life	Read Replies (3) \| Respond to of 152472

"Qualcomm... will continue the 25% infrastructure relationship with Nortel. But Qualcomm has no intention of getting back into the infrastructure business. " uh... if they no longer HAVE an infrastructure division... how will they supply Nortel??? Am I missing something?

To: Clarksterh who wrote (25087)	3/25/1999 7:37:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 152472

To Clark: As a long time lurker here, I have much appreciated your technical contributions, especially since that ain't my bag. And you are certainly within your rights to be skeptical. But 40 to 50 posts on the sad, down, negative side on a day when the Q has won? Que pasa? Chaz

To: Clarksterh who wrote (25087)	3/25/1999 8:26:00 PM
From: SKIP PAUL	Read Replies (2) \| Respond to of 152472

7) Ericsson will initially buy Qualcomm infra ASIC's and will consider buying handset ASIC's. ( I and some of the questioners interpretted this to mean they were going to try their damdest to develop their own ASIC's for handsets at least.) I interpreted Sven's answer on handset ASICs differently, He said something to the effect that we could develop our own but we are last to market and we want to offer the best product possible [so we may buy from Qualcomm]

To: Clarksterh who wrote (25087)	3/25/1999 9:18:00 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 152472

To: Clark "Now that Qualcomm no longer supplies infrastructure equipment, what the heck is vendor financing?" You may recall that Q had to finance some of the Sprint PCS handsets in order to help out with a cash flow problem at Sprint. When an operator starts a new CDMA business, cash flow may be insufficient to cover the cost of phones, service, accounting, etc., until at least several thousand new subscribers have joined. That to me is what vendor financing is about. It helps get the stuff out to the customer quicker. In general, this deal with Ericsson should help Q grow faster than before because it allows access to the European market. In the end, CDMA will become the system of choice, and Irwin and Viterbi will be seen as a sort of combination of the best of Intel and IBM. Who are the losers? Motorola - paid a lot of money to get infrastructure and other CDMA technology, but still has performance and profit problems. AT&T bet on the wrong digital wireless technology, but, oh well, money is no problem to them. They just floated $8 billion in bonds, and heck, the interest payments are tax deductible, meaning that the rest of us make up for the tax subsidy. Q can now concentrate on expanding penetration of CDMA both at home and throughout the world. Plenty of markets for ASICS chips, handsets, etc. I also believe that the combination of Q and E will put a lot of pressure on Nokia. If I held Nokia shares, I would sell immediately and buy QCOM.

To: Clarksterh who wrote (25087)	3/25/1999 11:26:00 PM
From: JGoren	Read Replies (1) \| Respond to of 152472

7) Ciena boldly suggested in a question that Ericy should commit to buy handset ASIC's so Ericy can get quality product out a lot faster. Irwin, said something like "we ought to hire you to do our marketing." Sven answered it was something to consider and later in answering another question indicated Ericy would consider buying Qcom chips to get the handsets to market. 9) on the amount of the backlog to go to Ericy, Irwin first said he didn't know, but in answer to a later question he estimated $200 million. [someone correct if I misheard, misinterpreted] Said that Qualcomm can still manufacture and meet its commitments to Nortel commitment but later indicated it might be turned over to Ericy; Qualcomm still has right to by buy equipment to meet trials upcoming.