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

To: DaveMG who wrote (31503)	6/2/1999 11:39:00 AM
From: Valueman	Read Replies (1) \| Respond to of 152472

US West has been a particularly good ally for QCOM, especially in regards to data. They also signed a $120 million contract, which put them on the top of the list for ThinPhones. Patience will bring these models elsewhere. In this case, it is a matter of ramping up production, not whether the phone works. I applaud Motorola forgetting the StarTac out. Good work on their part, good royalties on ours. I still hear the QCOM management saying that QCOM labelled product will increase market share to 42% by taking market share. They do not make idle comments like that without a way to back it up. Two reasons we haven't seen Japanese phones here. One is the HUGE demand in Japan--why export when you can sell all you make in your home country. Two, is there a market in the US for teenie-weenie handsets? I am not sure of that. They are not sure either I bet. Who wants to go first?

To: DaveMG who wrote (31503)	6/2/1999 12:17:00 PM
From: marginmike	Read Replies (1) \| Respond to of 152472

Dave with all due respect I have two startacs and they have been plagued with problems and short battery life. The thin phone will sell for 60% less then the Startac and the Nokia. Why does everyone assume that QCOm handsets cant compete with Nokia and MOT? If Nokia gets its CDMA phone out quickly it will only bring more people in from ATT. The biggest problem for CDMA is lack of heandsets selection. The current Qcom phones are the best entry handsets for CDMA by far. The Startac is a good phone but it costs 300-600 dollars. I wonder what the Q could do with that type of priced phone? The last matter is in regard to Nokia. In the ATT realm NOKIA has had a near monopoly having pathetic compatition from Ericy and MOT(until recently). The proliferation of new models will hurt Nokia more then anyone else. Qcom is a niche manufacturer and can only make so many phones anyway. I would be more concerned as a Nokia shareholder then a Q shareholder. What happens when all those Japs and koreans start making phones for CDMA?