Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 182.53

+3.5%

1:30 PM EST

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To: Keith Feral who wrote (112270)	2/5/2002 4:31:13 PM
From: Stock Farmer	Read Replies (1) of 152472

This is fun. 1. Accounting changes forcing weak companies out of the market. End to irrational competition for companies that could not make a profit. Don't you mean end to irrational prices for companies that make only an accounting profit? 2. Free market policy - to the victor goes the spoils. Clintonomics promoted irrational competition based on unsustainable profit markens. Don't you mean co-existed with irrational stock pricing based on unsubstantiated forward "pro-forma" profit forecasts? Some of these effects linger. 3. 3G is just just beginning. It's a great market for the next 5 years. Yes. Of course, 4G may just get deployed before CDMA makes any traction in 3G, what with the political morass clinging to everyone's feet. Although we can <ggg> to each other here and now. 4. Devices are just becoming useful. I consider Windows XP to be the first useful computer platform by MSFT. However, I would rather just connect to the Internet. Spectrum is all I need. and so remind me why would we replace useful devices with something that's still useless? Last I checked, 15" full color LCD flat-panel display and QWERTY keyboard still occupy more real-estate than fits in my shirt pocket. Clutters up the dashboard. Makes it hard to walk down the street... The whole thing about wireless revolves around portability. And that's incompatible with truly "necessary" high bandwidth stuff. 5. QCOM is priced pretty cheap compared to most tech stocks on a relative PE to it's growth rate. Yes. But shoes priced cheap relative to other shoes on the shelf doesn't make shoes a good investment. Especially not if they're not on sale! 6. Glut at the network level caused by lack of last mile solutions. We need 3G to get all the information out of the fiber networks. But first we need a compelling reason why to get all the information out. I'll get back to you on that <g> 7. Gilder and Soma - everything is fine except WCDMA is not going to see the light of day in the US. They would be better off with a 1xEVDO solution. still no comment 8. Realtive PE to other techs is stable. Relative to my son I'm tall. Relative to my grandfather I've got a lot of hair. We all can find relatives against which we compare favorably. Like Keynes said, "We all die in the long term."And as the knight in the Monty Python sketch said: "I'm not dead yet" Qualcomm has the best talent in the world. The company needs talent to stay ahead in the technology race. Yup. They win the talent race. You, as sponsor, foot the bill. It's the means, not the end. Often useful to keep that in mind. Find me a stock that's not down in the past month. Have you glanced over at some of the quality unhedged gold stocks lately? 12. QCOM 5 year - good thing. Might that depend on whether or not the last two and next three are amongst the five?

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