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

To: Caxton Rhodes who wrote (31398)	6/1/1999 12:28:00 AM
From: Michael	Read Replies (1) \| Respond to of 152472

China releases US atomic secrets. type: "nuclear weapons" into internet search engine. fas.org Isreal's secret nuclear weapons site fas.org when fbi bust me, does empting my cache prevent the fbi from tracing my internet path sure is a nice day Michael

To: Caxton Rhodes who wrote (31398)	6/1/1999 4:47:00 AM
From: Tlac	Respond to of 152472

This exchange from the Gilder site forum: Question: Is Q's handset business good or bad for Q shareholders? In the short-term and in the long-term. Asked another way, why are they still operating a handset business at this stage of the game? Answer: 1. Handset sales produce over 50% of QCOM's revenue. 2. Margins will continue to improve for a variety of reasons, including scale and efficiencies and new phone models (the Thin Phone is higher margin, for example). 3. Handset production capacity will soon be ramped up to one million per month. 4. As GG posted earlier, watch the volumes on the pdQ. 5. QCOM is the leading and largest mfgr of CDMA handsets and is in a position to maintain that lead as worldwide CDMA users expand from about thirty million now to one hundred fifty million or better over the next four years. George Gilder: Thanks. I cannot improve on this succinct case.