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Technology Stocks : Compaq
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To: rupert1 who wrote (56967)4/11/1999 12:59:00 PM
From: Uncle Frank   of 97611
 
Victor, the best is yet to come with qcom. I won't make a close in prediction, as there are too many forces that influence short term valuations, but I'm betting the ranch (or at least the pick-up) on this beauty as a core holding. Its small market cap of about 10B does make it an interesting candidate for acquisition, but I'm sure there would be an attractive premium placed on any offer in light of their exquisite patent positions on CDMA, the key enabling technology for wireless data and voice systems of the future.

jmho,
Frank
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