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


To: CDMQ who wrote (31324)5/30/1999 11:35:00 PM
From: Jon Koplik  Read Replies (1) | Respond to of 152472
 
Sorry to be so dense, but this is real good for us Qualcomm shareholders, right ?

Jon.



To: CDMQ who wrote (31324)5/30/1999 11:59:00 PM
From: Ruffian  Respond to of 152472
 
Interesting From Yahoo>

Broker/newsletter atings on Qualcomm
by: BACMarketing
21512 of 21512
Qualcomm (QCOM) - June 1st, 1999

***RATINGS***

Survey of brokerage, institutional research, and investment
publications' ratings.

Brokerage firms/Institutional research
======================================
ABN-AMRO - hold
Bank of America Securities - Buy
Everen Securities - perform
First Albany - accumulate
Hambrecht & Quist LLC - hold
NationsBank Montgomery Securities - hold
SG Cowen Securities - buy
Volpe Brown - buy

Analyst Newsletters buy recommendations
=======================================
Relative strength rank of buy recommendation 4-highest/1-lowest

MPT REVIEW BY LOUIS NAVELIER
============================
Qualcomm (QCOM) 1

OTC INSIGHT BY JIM COLLINS
==========================
Qualcomm (QCOM) 1

VALUE LINE INVESTMENT SURVEY
============================
Qualcomm (QCOM) 1

Financial Publications favorable mentions
=========================================

NIGHTLY BUSINESS REPORT - MARKET MONITOR
=========================================
2/5/99 - Mark Leibovit, editor Volume Reversal Survey Market Letter
-------------------------------------------------------------------
Qualcomm (QCOM)

Brokerage firms analyst activity
================================
Number of major brokerages that follow the company: 17
At Least 50% of brokers rate buy or above: 1
At least 2/3 rate buy or above: 1
NUMBER OF BROKERAGES THAT RATE THE STOCK:
Top rating - high buy ratings: 6
High rating - minimum but ratings: 7
Mid rating - hold/neutral/followed but no rating: 4
Low rating - sell/source of funds/distribute: 0
Lowest rating - strong sell/avoid: 0
Number of rating upgrades over past 30 days: 1
Number of rating downgrades over past 30 days: 0
Current quarter earnings per share consensus estimate: 0.57
Current quarter ends in: 06/99
Current quarter EPS estimate change over last 30 days: 13.05
Consensus estimate for next quarter: 0.62
Next quarter estimate % change over last 30 days: 13.58
Consensus estimate for current fiscal year: 1.95
Current fiscal year estimate change over last 30 days: 7.81
Next fiscal year consensus estimate: 2.58
Next fiscal year estimate change over last 30 days: 8.49

From BAC Marketing Equities Research
wallstreetconsensus.com

WALL STREET CONSENSUS MONITOR
Daily report tracks ideas from top market publications and
analysts: California Technology Stock letter, Investors Business
Daily, Medical Technology Stock Letter, Motley Fool, MPT Review
by Louis Navelier, Nightly Business Report, Oberweis Report, OTC
Insight by Jim Collins, Timer Digest, The Wall Street Journal,
Valueline Investment Survey, and Zacks Analyst Watch.

TECH 100 DAILY STOCK REPORT
Daily report on a broad sample of technology stocks.

Each includes: quotes, overbought/oversold indicators, trending
indicators, technical alert conditions pointers, fundamental
models, market wrap-up, specific company news briefs, earnings
reports, and analyst ratings. Free trial subscription by E-mail
available.

To receive a free trial subscription to Wall Street Consensus
Monitor and/or the TECH 100 Daily stock report send E-mail to
both.

Posted: 05/30/99, 10:56PM EDT as a reply to: Msg 21511 by venturabay


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To: CDMQ who wrote (31324)5/31/1999 2:47:00 AM
From: Maurice Winn  Respond to of 152472
 
*China Unicom and Chip Rates in 3G*<New contracts over the next two years to provide Unicom's planned 12 million-subscriber capacity CDMA
network would be awarded to two or three foreign equipment vendors, the article said.

''One supplier is unlikely to be able to meet such a high capacity demand, so two or three are reasonable,'' it
quoted the Unicom official as saying.

Chinese and foreign executives said last month that U.S. firms Lucent Technologies (NYSE:LU - news) and
Motorola (NYSE:MOT - news) were poised to split the lion's share of the deals, with Canada's Nortel (NYSE:NRT
- news), Sweden's Ericsson and South Korea's Samsung bidding for remaining contracts.
>

I bet Unicom and other cdmaOne customers who install systems over the next year or two before 3G systems are available won't be impressed if L M Ericsson make W-CDMA a system incompatible with their newly installed cdmaOne. Ericy will be told that if they want to participate in cdmaOne business, they better make sure W-CDMA can be installed over cdmaOne in an upgrade as smoothly and cheaply as cdma2000 can be.

It's fun waiting for the chip rate announcement. Qualcomm has already made the MSM5000 turbo and convolutional coding compatible [if I recall rightly], so Q! is on track to compete with a somewhat different standard using a single chip solution.

The other fun thing is waiting for Telecom New Zealand and [probably] L M Ericsson to announce an urgent cdmaOne overlay of the analogue system in New Zealand. Vodafone is gaining customers extremely quickly and brand reputation even faster. Telecom had better move very soon or be left behind, with more suppliers of cdmaOne networks lining up when the spectrum auctions finally grind into gear after apartheid issues are sorted out [the genetically privileged need to be given special advantage a bit like those with excellent gender and racial genes in the USA were to get special favour in the C-Block auction].

Meanwhile, the anti free-trade USA continues plans to reduce globalisation in a protectionist ploy similar to the protection rice farmers in Japan are given, which makes Americans whine like a fleet of 747s. Americans also whine about the Chinese trade surplus, claiming that a trade surplus is a bad thing, yet they intend to exacerbate a trade surplus with New Zealand. Oh well, I'm in favour of a free world even if the USA isn't, so they are welcome to restrict lamb sales to the USA if they like.

It would be nice if they'd whine in private though, rather than going to China and whining to Zhu Rongji and Jiang Zemin about trade and freedom. Then going to Japan and whining about Japan's trade restrictions.

C'est la vie,

Mqurice

PS: That could backfire quite heavily at APEC when Clinton comes out here in a few months [with a couple of 747s of staff and hangers on] and then moans about Japan and China trade restrictions and China tells him that Lucent and Motorola may not sell cdmaOne or cdma2000 equipment in China. Shutting out New Zealand lamb might get a few farmers a captive USA market which is worth a few hundred million $$ only to lose a China market in wireless telecoms worth many billions.

This should be fun.