SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: gdichaz who wrote (31085)5/26/1999 3:15:00 PM
From: Sueponine  Read Replies (1) | Respond to of 152472
 
All, Latest research SSB

05/26/99 QUALCOMM, Inc. (QCOM $91.56,1-H,Tgt $150.00) Alex M. Cena
--SUMMARY:--QUALCOMM, Inc.--Telecommunications Equipment
* We currently rate QCOM a Buy.
* QCOM's patented technology is well on its way to becoming a worldwide standard for both 2G
and 3G (next-generation) wireless systems.
* Demand for CDMA phones in general & for QCOM CDMA phones in particular is running
strong; ASIC sales also should continue to be healthy.
* Network business sale to and IPR dispute resolution with Ericsson is a huge positive, in our
view.
* QCOM gets a royalty fee on every CDMAOne phone, which is about 10%-15% of the
market; But, QCOM could get a royalty fee on every phone sold in a wireless world optimized for
the Internet and access to data.
* New report available today (US05G253) provides comprehensive overview of our thesis & the
company.

+++++++++++
Later.
Sueponine.