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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 176.31+1.9%3:59 PM EST

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To: marginmike who wrote (71440)5/3/2000 11:58:00 AM
From: JohnG  Read Replies (2) of 152472
 
WOW. The good news is building!! We may just see the mighty Q blast off and leave the faltering NASDAQ far behind. I can feel it coming!
1)Strong indications that the Europeans will open up to all international standards--including CDMA
2)This open Europe finds King NOK naked and 2 years behind in CDMA.
3)NOK now swallows its mighty FIN Pride and contracte with QCOM for ASICS. Otherwise it can't compete with ERICY, Seimens and Samsung who are ready to go in Europe.
4)DDI finally comes down on the side of CDMA2000 and Japan opens its markets a bit. A must if Japan abides by WTO and Japanese countries are to sell into US and rest of world
5)Other Japanese telecoms, denuded of monopoly protection are forced to compete with cutting edge CDMA HDR technology presented by DDI this fall.
6) Congress accepts permanent China trade status. CDMA blasta off in CHINA with Korea helping.
7)QCOM rapid profit growth resumes in the April-June quarter.

May is possibly QCOM's biggest month ever!! An to boot, QCOM is now cheap--a screaming buying opportunity for apx two more weeks until all of this sinks in to the investment community!!!
JohnG
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