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

To: SKIP PAUL who wrote (25104)	3/25/1999 8:39:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 152472

Interesting Timing> Lucent may catch $1 billion AT&T contract By Bloomberg News Special to CNET News.com March 25, 1999, 4:15 p.m. PT Lucent Technologies, the world's largest maker of phone-equipment, is likely to win a contract from AT&T to supply about $1 billion of cellular network equipment, an analyst said. Lucent, AT&T's former equipment arm, is seen beating out rivals Northern Telecom and Ericsson for the order, Merrill Lynch analyst Joseph Bellace said in a report. Lucent officials declined to comment, and AT&T was unavailable. AT&T, the No. 1 U.S. long distance company, is pushing to expand its network to meet demand for its popular Digital One Rate calling plan, which charges a single rate for calls anywhere in the United States. The company has said it plans to spend about $2 billion this year to beef up its wireless business. "There is an opportunity for a major contract award to address this problem," analyst Bellace wrote. Lucent "is being viewed very favorably by AT&T Wireless for this contract." Last week, Michael Keith, president of AT&T business services, said Ericsson has been slow to deliver equipment in some markets, leading AT&T to use Lucent gear in several cities. Bo Dimert, who heads Ericsson's North American operations, said his company has had trouble meeting AT&T's surge in demand, through it's working to solve the problem. Copyright 1999, Bloomberg L.P. All Rights Reserved.

To: SKIP PAUL who wrote (25104)	3/25/1999 11:41:00 PM
From: JGoren	Respond to of 152472

Irwin emphasized the ASIC's part of the infrastructure biz. The strategy is that of Intel.

To: SKIP PAUL who wrote (25104)	3/28/1999 7:36:00 PM
From: RP Svoboda	Respond to of 152472

Greetings all, I've been a QCOM owner and a lurker for well over a year now. Just wanted to say thank you for all the excellent analysis and technical assistance which has helped me to understand the company. Skip, I agree that ERICY has no choice but to use QCOMs CSM ASICs as a result of the fact that they need every time to market advantage that they can get. From my notes, I have written that approx 20% of the ground infrastructure business is composed of ASICs. Does anyone know if the 20% number is in terms of revenue? or in terms of equipment? Either way, this should add nicely to QCOMs bottom line based off of the following statement . . . ''We can now move into an estimated $9 billion market in this year alone when it comes to infrastructure. . . ,'' said Sven-Christer Nilsson, chief executive of Ericcson, estimating there will be 16 million CDMA units by 2001. Thanks. Boda