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

To: Gregg Powers who wrote (27270)	4/16/1999 11:29:00 AM
From: Boplicity	Respond to of 152472

I'm just using the market reaction to the split as an indicator of sentiment to QCOM. I know splits mean little, but investors love them so, and Q's lack of reaction to the upside, shows to me a weak stock, short term anyhow. On market wide sense, this sell-off is healthy to say the least, and should serve do dispel some of your fear, and not only that, it has provided others like myself a nice entry price to add to or establish. And the beat goes on. Greg

To: Gregg Powers who wrote (27270)	4/16/1999 11:52:00 AM
From: DaveMG	Respond to of 152472

Hi Gregg, As usual I've got some questions:-) 1)I think I still don't understand the meaning of "one standard multiple-modes". Would it be correct to say that what is important about the agreement that GSM-MAP and ANSI-41 will support all modes is that operators will in theory be free to implement whatever "mode" they choose? 2) Will QCOM be required to license anyone who is willing to pay for a license at a "fair and reasonable rate", ie will IBM, INTEL, etc, be able to purchase licenses which will allow them to manufacture and resell ASICs? 3)Why is it possible for Ericsson and Qualcomm to "settle" this whole business as if they were the only two companies that matter? 4)I wonder if you can explain why royalties were essentially unchanged from Q498 to Q199 while CDMA subs grew by 4 mil in Q4 and 7mil in Q1? Thanks very much...Dave

To: Gregg Powers who wrote (27270)	4/16/1999 12:24:00 PM
From: Mark Marcellus	Respond to of 152472

OT to Gregg: I am VERY distressed by the pervasive arrogance and greed I see among many investors Your post eloquently states, in much clearer terms, what I have been trying to express to people for months. I'm printing out a copy of that post and taking it to my next investment club meeting. What really concerns me about the current market is the potential for long term damage. When I was growing up in the 50's and 60's most people, my parents included, were afraid to go near the stock market because memories of the crash and depression were still so strong. This lingering fear hurt individuals like my parents, whose fear of investing caused them to put all of their savings in bank accounts which were subsequently ravaged by inflation. It also hurt the companies who were either unable to find equity funding, or were forced to do so at sub par prices. I'm hoping we won't see a return to this situation, but the longer this lunacy goes on, the more likely it becomes. FWIW, Mark

To: Gregg Powers who wrote (27270)	4/16/1999 12:46:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 152472

Gregg, not to pick on you, but we have this conversation on every thread I read every time we have a split. People make long posts "proving" that splits don't effect prices long term, and the argument goes on and on. I feel: 1: Short term, logic is lacking a lot in the market, but earnings, of course, win out in the end. 2: Like it or not, a lot of people like to buy round lots, and splits make this easier. 3: The market likes liquidity, and the more shares, the easier to make a market. 4: Hey, its fun! It makes the stockholders feel that the stock is going somewhere.

To: Gregg Powers who wrote (27270)	4/16/1999 12:47:00 PM
From: Curbstone	Read Replies (1) \| Respond to of 152472

That people get exited by 'a split' is suggestive of just many naive and unsophisticated investors have jumped into the market. Don't be too hard on us GP. Ever since I was a little boy playing Monopoly I would dream of turning over that "Chance" card and seeing the happy message, "Stock Splits, Collect $10!" It has been indelibly stamped in my brain since before I could tell the difference between Dow Jones and Tony Dow. Curbstone 149 1/16