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

To: bananawind who wrote (29803)	5/11/1999 4:09:00 PM
From: Ruffian	Respond to of 152472

If you live in So Cal KNX 1070 am will have a comment on Ericy-Qcom agreement in next 10-30min. Mp

To: bananawind who wrote (29803)	5/11/1999 4:12:00 PM
From: Ruffian	Respond to of 152472

Good Future Insight> by: bnthrdnthat 19932 of 19935 Qualcomm hs been approached numerous times regarding the sale of OmniTracs. With every passing day we are closer to the time when the OmniTracs solution will become available to the everyday car owner and not just the large fleet operators. Of course some new bells and whistles will be added. Imagine being able to have your mechanic tune your vehicle while you and your family are 2000 miles away on vacation or run software diagnostics to determine just what is wrong. This is the future and OmniTracs is leading the way. Try and visualize every new vehicle being produced rolling off the assembly line with a OmniTracs unit installed. The profit potential from OmniTracs could rival that of CDMA. Now thats an interesting thought. Remember, the future belongs to those who can see it today.

To: bananawind who wrote (29803)	5/11/1999 4:24:00 PM
From: quidditch	Respond to of 152472

Jim, interesting. Two thoughts: While Omnitracs might be good sheep fodder for a spin-off, I wonder if Q! as the gatekeeper for present and future wireless access to the net (through handsets and even lap-tops and other PC's) whether WK shouldn't stay nearby the Q. ASIC sales, royalties on the ASICs, plus access fees, user fees etc. assessed within the WK business model would seems to be an enormous potential source of new business. One of the Yahoo posts referenced by mp had a bit of verisimilitude to it when it lamented that Q! would never be the same place as far as employees were concerned, even though it (the supposed subject of the Press release) was a shareholder-friendly initiative. Maybe it was just a clever ploy by a hypester-poster, but it made it seem as though Q! was getting in bed with the big boys, leading to a change in Q!'s entrpreneurial, emplyee-friendly corporate culture. FWIW. Regards. Steven

To: bananawind who wrote (29803)	5/11/1999 5:54:00 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 152472

One thing to recall is that OmniTRACS was the original part of the business, which generated cash flow to help commercialize CDMA. Now that cash flow is assisted by outright profits from CDMA equipment, plus royalties, it seems to me that if it wanted, QCOM could spin off this division. Or they could use all this cash flow to (1) begin paying a dividend, or better (2) buy back shares.

To: bananawind who wrote (29803)	5/11/1999 7:50:00 PM
From: DaveMG	Respond to of 152472

Jim... Since you opened the door.....I was thinking (hoping) there might be some kind of whopper like Vodaphone has decided to go with CDMA2000 instead of WCDMA and that Ericsson/QCOM will begin the "upgrade" pronto...OR...Some BIG Chinese contract once again involving Ericsson. Wasn't there some sort of implication that Q was trying to wait until the ERICY deal closed before making "the announcement"... Just some idle speculatin..DMG