CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!

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Technology Stocks
CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!

An SI Board Since April 1996

Posts	SubjectMarks	Bans	Symbol
1819	28	0	QCOM

Emcee: Maurice Winn	Type: Unmoderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
1519	This is the first time QCOM has ever scheduled an earnings conference call. An	Michael Allard	-	1/18/1997
1518	Mike, Earnings are scheduled to be released before the market opening on Monda	Gaffer	-	1/17/1997
1517	INTC is a class example, stocks are going up on whispers, rumours whatever. Wh	Chris Reeder	-	1/17/1997
1516	QCOM will report earnings on Monday - anyone know when? Before the open or wil	Uncle Mikey	-	1/17/1997
1515	Considering that QCOM has gone up nearly 10 points (25%) in 2 weeks, I think so	Richard Tuck	-	1/17/1997
1514	I'd like to point out something about PE's. Ercisson presently is carry	Chris Reeder	-	1/17/1997
1513	Ever see a movie called the PRODUCERS? I really think some of these deals are	Kenneth E. De Paul	-	1/17/1997
1512	Jim, Siemens likes to end their product lines with the term link. Fastlink is	Chris Reeder	-	1/17/1997
1511	Chris , Guess what IDC has no product yet . What do you know about cdmalink tha	Jim Lurgio	-	1/16/1997
1510	Great!!! Easy money. No production cost, no overhead. More proof that the tech	Chris Reeder	-	1/16/1997
1509	Ramsey what is the production cost per phone? The thing to focus on is margin o	Chris Reeder	-	1/16/1997
1508	Kenneth, I am interested in digging deeper regarding the cost of providing wire	Reagan DuBose	-	1/16/1997
1507	Tom, the reason that Sprint is only offering the "San Diego Plan" in	Ramsey Su	-	1/16/1997
1506	We all have to rememember that market penetration is essential here. Not every	J.B.C.	-	1/16/1997
1505	Maurice, Did you know that Samsung introduced two new cdma phones a few days ag	Jim Lurgio	-	1/16/1997
1504	I quoted a ballpark of $450 to $500, Ken cited the larger number. Your point	Harvey Rosenkrantz	-	1/16/1997
1503	Rick - You raise an interesting problem. It is especially interesting that Spr	kech	-	1/16/1997
1502	Maurice and AJ- For Qualcomm's $25 million they also received a commitment	kech	-	1/16/1997
1501	AJ, NextWave got more pops later, boosting their 90 million pops to about 110 m	Maurice Winn	-	1/15/1997
1500	Tom, This is the only no monthly fee plan I have heard of. That's 1/2 of	Rick Kiray	-	1/15/1997
1499	Maurice, I don't understand your arithmetic: $4.2 billion divided by $45 =	A.J. Mullen	-	1/15/1997
1498	Maurice you said: George Schmitt is disingenuous or stupid. How the hell do you	Jim Lurgio	-	1/15/1997
1497	OOHHH NO MR. BILL! Just another CDMA announcement: SEATTLE -- AirTouch Commu	Chris Reeder	-	1/15/1997
1496	Jim, Re NextWave Telecom and the worries you posted about the ability to fund	Maurice Winn	-	1/15/1997
1495	More like $3000 real money per phone subsidized down through various vendor dea	Kenneth E. De Paul	-	1/15/1997

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