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

To: Ruffian who wrote (25444)	3/28/1999 9:45:00 PM
From: Nancy Haft	Respond to of 152472

Welcome to Spin City Yes, indeed.

To: Ruffian who wrote (25444)	3/28/1999 9:46:00 PM
From: TShirtPrinter	Read Replies (2) \| Respond to of 152472

Has anybody ever noticed Tero's comments are very unfair to the Q or is it just me ? I damn sure hope GP is on a honeymoon or practicing for one cause I miss him kicking T's butt. Tero would never mention the Q makes $$ whenever any other company sells a CDMA ASIC. Tony

To: Ruffian who wrote (25444)	3/28/1999 9:53:00 PM
From: Morgan Drake	Respond to of 152472

Double Cross or What! BEIJING, March 28 (Reuters) - China has found a large proportion of imported mobile phones failed to stand up to international standards or were unlabelled, Xinhua news agency reported on Sunday. "The plugs of the adapters were not up to international requirements. Pressure experiments also showed unsatisfactory results," the report said. It said a majority of the defective phones were from South Korea's Hyundai <00660.KS>, U.S.-based Qualcomm Inc. <QCOM.O>, and France's Alcatel <CGEP.PA>, Xinhua said without giving details. It said another problem was a lack of Chinese-language labelling and indications of the origin of production. China has increased labelling requirements in order to stem a tide of smuggled for telecommunications equipment. -- Beijing Newsroom (86) 10-6532-1921; Fax (86) 10-6532-4978 -- E-mail: beijing.newsroom@reuters.com

To: Ruffian who wrote (25444)	3/28/1999 9:56:00 PM
From: blue_lotus	Read Replies (2) \| Respond to of 152472

Hi, Tero wrote: >Losing the network business entirely weakens Qualcomm's ability to influence third generation digital standard development and probably affects the long term success of the handset division. The network technology evolves so rapidly that handset development has to take place concurrently with infrastructure development. The last I heard Nokia has no CDMA infrastructure sales and their business plan is just to sell CDMA phones. So how come Nokia isn't going to suffer from the above problem? -Raj

To: Ruffian who wrote (25444)	3/28/1999 9:56:00 PM
From: Valueman	Respond to of 152472

Another biased chemist babblefest. Shoot it full of holes--it is quite easy. Don't bother with debate. Risk I'm not sure just how serious Qualcomm's hints at "expanding to Europe and China" are. In the long run, operating a succesful handset business demands synergy benefits with the infrastructure side. Thus, Nokia will never have a successful CDMA handset business. There are no examples of succesful handset companies that do not have a double digit global market share ....except Qualcomm Meanwhile, Qualcomm would do well to finish 1999 with 10% market share even in its US home base - not a good launch pad for global expansion. ...apples, oranges, CDMA market share, "other" market share..... ......near-monopoly position with all the associated benefits. That share is set to collapse in 1999 - Nokia and Motorola are not using Qualcomm chipsets for their new CDMA phones. By next autumn Sony is also switching to non-Qualcomm chipsets. ...and Nokia and MOtorola are supposedly not using QCOM ASICs in their current phones. By the way, they will need to negotiate a license and royalty agreement with Ericsson. CDMA operators are showing signs of embracing Motorola and Nokia as their preferred handset providers. Sprint is elbowing Q-phone aside and positioning Startac as their top high-end model; Primeco is considering using Nokia 6185 as their leading spring model. Please come and look at my newspaper. Sprint and PrimeCo ads, side by side, only Qualcomm phones listed. Oh, I forgot--you can get a free Nokia doorstop from Ameritech Clearpath, which has how many customers?

To: Ruffian who wrote (25444)	3/28/1999 11:07:00 PM
From: His Pinkness	Respond to of 152472

Tero misses the most important point. GSM & TDMA are going the way of dinasoars. As Wall Street recognized last week, the deal means that the world moves to CDMA. Couple that with China's requirement that it implement CDMA and you have a pretty good situation for QCOM.

To: Ruffian who wrote (25444)	3/29/1999 6:37:00 AM
From: Caxton Rhodes	Read Replies (2) \| Respond to of 152472

Tero- Good thing Nokia there to save us all! Getting a little worried there pal? Sounds like desperation to me....... Nobody's hit this one yet: The big issue concerning 3G is the one that few are willing to discuss. Is there actually a market? Will the consumers go for handsets that cost around 1'000 dollars and weigh a lot? Obviously everything is going 3G and 3G is cdma. No consumers won't go for $1000 handsets. I guess Q! will have to make them cheaper, say $250. I guess consumers will have to be able to pick them up too, so much for that 30 year talk-time battery for now. Caxton