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

To: Clarksterh who wrote (26848)	4/13/1999 1:34:00 AM
From: Valueman	Respond to of 152472

Clark: For reference, Samsung is shooting for 20 million handsets this year, after doing 12 million last year. In March, they produced 2 million. A Korean government rule against subsidizing took effect April 1, pushing handset orders in Korea up strongly. Something like 4.5 million for the quarter! Should be money in the pocket for the next couple quarters.

To: Clarksterh who wrote (26848)	4/13/1999 7:46:00 AM
From: DaveMG	Read Replies (1) \| Respond to of 152472

The most interesting part of the article about Samsung's development is that they expect to save $2B dollars in cost from this development by 2003. Given that silicon is maybe 25% of the cost of the phone this implies they are expecting $8B dollars in handset sales by 2003, or $400 million in royalties to Q from Samsung alone by 2003 Just some nitpicking... Making their own ASICs will not save them the entire cost of the ASIC so if your method is correct they'll have more than 8 bil in sales. Looks like we should expect Q to be under a lot of pressure to license more ASIC vendors like Samsung...Get ready for more FUD.. DMG

To: Clarksterh who wrote (26848)	4/13/1999 7:08:00 PM
From: Dave	Read Replies (3) \| Respond to of 152472

Slightly Off Topic Clark, all: A friend of mine is getting ready to purchase a cell phone and I recommended to her either Sprint PCS or Bell Atlantic(they are the only 2 CDMA providers, btw, I would've recommended AT&T, however it is more expensive now and my voice quality is going down the toilet). We both liked sprint for its price, however, she would be roaming where she works, therefore Sprint PCS is out of the question. We chose to go with Bell Atlantic for a provider. Now, when we went to the Bell Atlantic store, they had a Digital Star Tac (which is out of the question, too much $$$), some Sony phone and that old Nokia model. The salesman referred us to a LG-300C, which was priced at 129.99 I inquired about a QCP-2700 (forgive me if that isn't the correct model), but was informed that Bell Atlantic no longer uses Qualcomm phones and does not expect any in for a couple (read 2-3) months. Question: Do any of you know any information about this LG-300C? Good/Bad? Salesman said something like 5 hours talk, about 60-65 standby. Thanks for the comments in advance. dave