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

To: Mike Buckley who wrote (30089)	5/15/1999 2:57:00 AM
From: JGoren	Respond to of 152472

These are excerpts from an email advertisement I received. Not posting as an ad, but to indicate: (1) does Cabot think Qualcomm is really an internet stock?; (2) mentioning Qualcomm in advertising for letter certainly indicates higher visibility of the company. Second, come on re I* to go lower, still. --------------- SPONSORED BY INVESTools --------------------------- Carlton Lutts has recently issued a buy signal for nine Internet- related stocks including CNET and Qualcomm. Get his picks with your 30-day FREE trial to The Cabot Market Letter: investools.com -------------------------------------------------------------------- IRIDIUM SHARES: WORTHLESS? On three previous occasions we unabashedly warned you to run away from Iridium and each time the stock headed lower. The stock is getting cooked today and Director of Online Research Dave Sterman says (for the 4th time): 'We're going lower!' IRIDIUM SHARES: WORTHLESS? On three previous occasions we unabashedly warned you to run away from Iridium and each time the stock headed lower. The stock is getting cooked today and Director of Online Research Dave Sterman says (for the 4th time): 'We're going lower!' iionline.com -------------------- Sponsored by INVESTools ---------------------------- ADVERTISEMENTBuy Signal Singles Out Nine Internet-Related Stocks Growth stock advisor Carlton Lutts' indicators picked up on several strong earnings announcements and flashed a buy signal on April 22. He issued new buy recommendations on six stocks including Qualcomm and CNET. He also reissued buy signals on six Internet-related stocks he currently holds, such as Yahoo and Mindspring. Get Lutt's recommendations with your 30-day FREE trial to The Cabot Market Letter online now at: investools.com ------------------------------------------------------------------------------------------------

To: Mike Buckley who wrote (30089)	5/15/1999 9:05:00 AM
From: quidditch	Respond to of 152472

I think that the question you pose is one with which I have been wrestling, and maybe a few others on this thread as well (Clark, DaveMG?--I don't pretend to speak for them). Holding pivotal IPR as far as CDMA expansion in the world is concerned is enviable, but I for one am not convinced that such proprietary position, per se, is equivalent to maintaining proprietary control. ASIC design and development, handset incorporation of same and design-in of enlarging and complementary features constitute a significant part of Q!'s business. As complementary and ancillary (maybe even disruptive) technologies become important to the expansion of wireless, I would not like to see Q! cede all that potential product and technological innovation and profit to those who, by being in infra/systems development seat alone or with key leverage might be better positioned to it than the player with the essential patents to the underlying platform. In short, I would like to see Q! get closer to the position that MSFT has vis a vis its core competence. Hope this is responsive to your query. Regards. Steven