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   Technology StocksQualcomm


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To: Vinh who wrote (41)8/10/1996 10:43:00 AM
From: mattie
   of 68
 
Zacks Investment Research has an estimate of .14, which is the average of 9 broker estimates. They have the reporting date November 5th.

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To: Par Josefsson who wrote (36)8/11/1996 6:35:00 AM
From: Philip Reinstein
   of 68
 
Finally, someone who understands. Don't let anyone shake you. Buy and buy more. Qcom is a Xerox, Polaroid, Ibm, and Microsoft all wrapped up in one. We are still in the countdown stage. Wait till you see liftoff!

Write me about any thoughts you have about any other stocks. I'm in Israel now but will be back at rein@inforamp.net on the 28th.

Shazam, Philip

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To: Par Josefsson who wrote (36)8/11/1996 8:08:00 PM
From: Ramsey Su
   of 68
 
To Par and all: an invitation to join us on the CDMA, Qualcomm thread

Par, I am surprised to find QCOM supporters in the land of Ericsson. There is already a loyal Nokia Fin on the aforementioned thread. Discussions are getting hot and heavy. Come on to that site and find out for yourself.

Ramsey

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To: Ramsey Su who wrote (44)8/13/1996 3:16:00 AM
From: Pete Minnihan
   of 68
 
I heard on CNBC a comment on how the Republican primary sight was connected via CDMA technology in a very short period of time, and that it was good proof thaat the technology had "come of age." Not that we didn't know it already, but it was nice to have the reinforcement.

I include the following as an article of general QCOM interest, taken from www.software.com:

QUALCOMM AND SOFTWARE.COM ANNOUNCE
LONG TERM PARTNERSHIP TO DELIVER
INTEGRATED INTERNET/INTRANET MESSAGING SYSTEMS

Developers of Eudora and Post.Office Give Email
Customers Reliable, Scalable Functionality to Replace
Outdated Proprietary Email Systems

SAN DIEGO, Calif. (August 12, 1996) - QUALCOMM
Incorporated (NASDAQ:QCOM), a leading developer of
advanced digital communications and Internet and intranet
electronic messaging solutions, and Software.com Inc., the leading
provider of Internet/intranet standards-based messaging servers,
today announced an extensive partnership and technology
licensing agreement to deliver comprehensive client/server
solutions for electronic messaging via the Internet and intranets.
This agreement will provide users with the highest-possible level of
electronic messaging and performance available today as
customers migrate from proprietary mail systems to Internet
standards-based messaging.

Under the terms of the agreement, QUALCOMM's Eudora
Division will license Software.com's Post.OfficeT server
technology for use in their Eudora messaging product line. In
addition, the companies will share product development and
marketing experience to provide the Internet and intranet
messaging market with the most advanced client and server
messaging technology available. The Eudora division recently
announced intentions to enter the electronic messaging server
market - with products for Windows NT and multiple UNIX
platforms. These server products will be based on Software.com's
Post.Office server technology and will be highly integrated with
the company's Eudora software, currently the world's most
popular Internet email application with over 10 million users.
The first products resulting from the partnership with
Software.com will be marketed by the Eudora Division of
QUALCOMM under the Eudora brand as part of its client/server
software family and are expected to begin shipping during Q4,
1996. Specific product features, pricing and availability will be
announced at a later date.

"The old model of proprietary email is beginning to show many
significant weaknesses throughout the marketplace, such as
LAN-based, proprietary gateways that frequently corrupt mail,
prevent attachments from being transferred, and significantly slow
email delivery. Most vendors attempting to capitalize on the
intranet movement don't have the vast expertise QUALCOMM
and Software.com have," said Craig Brenner, Director of
Worldwide Marketing, Eudora Division of QUALCOMM. "This
is a breakthrough agreement that leverages our two companies'
combined wealth of experience developing Internet messaging
software and communications infrastructure. No other vendor can
promise the kind of robust Internet/intranet messaging and
communications solutions that QUALCOMM and Software.com
will deliver."

"Software.com's commitment to developing commercial-grade
Internet-based messaging products makes this agreement with
QUALCOMM's Eudora Division a strong industry match-up that
will ultimately benefit organizations - from workgroups to
enterprises - who are looking to make a successful transition
from proprietary to Internet-based mail systems," said Valdur
Koha, President and COO of Software.com. "This is the first time
that such strong Internet messaging expertise has been combined.
We expect that the result of this partnership will be market-leading
products the likes of which no other vendor can deliver."

"This partnership between the two leading Internet email software
vendors represents a big step forward for open standards
messaging," according to Mark Levitt, Electronic Messaging
Analyst at International Data Corporation. "Users will benefit from
having a single source for a complete client/server Internet-style
messaging solution that can meet the needs of organizations of any
size."

With over 10 million users worldwide, QUALCOMM's Eudora
software is the industry's most popular Internet email solution. A
study by International Data Corporation concluded that
QUALCOMM with its Eudora Pro software is the dominant
leader in the worldwide Internet email software market, with 63.5
percent of installed mailboxes and 70.9 percent share of all new
Internet mailboxes, as of December 1995. A survey of Internet
users conducted by Matrix Information Directory Services
(MIDS) of Austin, Texas, a leading authority on the Internet and
its growth, concluded that over 60 percent of educational
institutions and over 50 percent of organizations on the Internet
use Eudora software for communication.

<<<further info deleted for space considerations. For more info, see www.software.com)

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To: Pete Minnihan who wrote (45)8/13/1996 10:46:00 PM
From: j.d.robbins
   of 68
 
Thanks Pete,please keep this feed open with info on QCOM J>D.

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To: Pete Minnihan who wrote (45)8/16/1996 5:26:00 PM
From: Ming Pan
   of 68
 
Eudora represents a minor minor minor part of what Qualcomm does.

the news means nothing material.

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To: Ming Pan who wrote (47)8/19/1996 8:40:00 PM
From: duncan moyer
   of 68
 
* Hambrecht & Quist said its analyst Rakesh Sood raised QUALCOMM INC's
fiscal 1997 revenue and earnings estimates to $1.58 billion and
$1.18 a share, respectively, from $1.5 billion and $1.13 a share. In
a written statement, Sood said he expects additional handset orders
from Canadian CDMA licensees to increase revenues going forward. He
also said Qualcomm will begin to recognize meaningful revenues from
the shipment of wireless telephone infrastructure equipment in the
December quarter. (REUTER 13:32 EDT 08-19-96)

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To: Leon Vincent who wrote ()1/28/1997 10:48:00 AM
From: Philip Merryman
   of 68
 
To all:

Below is an excerpt from a 1/28/97 Richmond Times-Dispatch article available at gateway-va.com :

PrimeCo, which began offering its services in Richmond and 15 other markets in November, is a provider of personal communications service, or PCS. It was formed by partners Bell Atlantic, Nynex, AirTouch and U S West in October 1994.

The service operates on a different frequency from cellular telephones, and the phones are digital, which allows them to have voice mail, caller identification and paging capabilities.

The first few months of PrimeCo's life have been successful, Scott said, especially in his home state of Virginia.

''Virginia is number one or two in terms of sales,'' Scott said, who now works at PrimeCo's Dallas-area headquarters. ''There is a very good operation here. Plus, the Richmond market was anxious for something that was a step forward in technology.''

Scott, who has used a mobile telephone for nine years, once thought he'd never need to make calls from his car or while walking down the street.

Now he and millions of Americans don't know how they'd live without the gadgets. In just two months, Scott has made 1,125 calls on his new PrimeCo phone.

He's even trying to persuade his parents, who live in Richmond, to get Prime Co phones.

Scott also is working on partnerships with other Virginia companies that bought PCS licenses, to create a ''digital supersystem in Virginia.''

Within a few months, Scott said, people who use PrimeCo phones will be able to use them outside of PrimeCo's areas. The telephones currently work only in the markets where PrimeCo offers service.

In the summer, the company will offer a dual-mode phone, which will allow users to switch from digital to cellular. That phone will allow users to tap cellular frequencies if they are traveling in an area that does not yet have digital service.

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To: Philip Merryman who wrote (49)1/29/1997 5:15:00 PM
From: Philip Merryman
   of 68
 
Below is a news report posted on the Web site of Wireless Week on 1/29/97:

GTE Corp. says the launch of its digital cellular service in the San Francisco-area market will help with expected growth in call capacity demands. San Francisco and other local governments have acted to slow construction of cell sites planned by new personal communications services carriers and by cellular incumbents wanting to boost call capacity. GTE says digital provides the means to boost capacity without having to add new sites. The carrier began offering digital service Jan. 24 on the code division multiple access overlay of its Bay Area analog cellular system. Initial coverage is a 240-square mile area extending throughout San Francisco, along the Peninsula corridor and into downtown San Jose, with plans to expand to more than 1,100 square miles by mid-year. As an incentive to switch to digital GTE is offering its analog customers a $50 discount on a dual-mode Sony CMD-500 phone, which retails for $249 to new customers, plus other discounts. This story is being developed by Bill Menezes.

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To: Philip Merryman who wrote (50)1/29/1997 8:44:00 PM
From: Philip Merryman
   of 68
 
The following news summary is provided by the Cellular Telecommunications Industry Association:

"Retailer Reports PCS Handset Sales Exceed Expectations in San Diego"

Home Furnishings Network (01/20/97) Vol. 71, No. 3, P. 68 -- Dow Stereo/Video, one of the first stores to offer PCS phones in the San Diego area, says handset sales have exceeded expectations. The store offers PCS phones made by QUALCOMM Personal Electronics that operate on Sprint's CDMA service, introduced on Dec. 27. Dow corporate director Tom Campbell says consumers are buying "hundreds and hundreds" of phones. The phones cost $199.95, a potential problem
since consumers are used to low prices for cellular phones. But Campbell says that consumers are accepting the $200 price range for PCS phones. Sprint is not charging a monthly access fee--roughly $15--to customers who purchase a PCS phone at Dow, and it is also giving away free prepaid long distance cards. Campbell adds, "We are really looking at PCS to help sales."

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