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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 182.40+3.5%Jan 6 3:59 PM EST

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To: grinder965 who wrote (6628)1/27/2001 4:32:08 PM
From: cfoe   of 197104
 
On the subject of the problems facing the telecom industry, I recommend listening to Leo Hindrey, recently ex-CEO of GX speaking at the CIBC World Markets conference on 1/17/01. It can be found by going to www.ON24.com, click on the conferences tab and scroll down to that conference link.

I think it relates to our favorite stock in the following ways:
1 - It addresses the larger industry QCOM participates in; and some of its "customers," the SPs.
2 - Hindrey mentions wireless a few times as one of the important parts of the future of telecommunications. Even though I am sure his references to wireless must relate a lot to fixed wireless, with an improving HDR QCOM will be playing here too.
3 - Finally, he is a compelling speaker, and provides strong evidence for his views - they are worth hearing.
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