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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 178.29-1.6%Dec 12 9:30 AM EST

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To: Rajala who wrote (76429)7/12/2000 5:15:28 PM
From: ggamer   of 152472
 
With all this input in the past few weeks, I would like to know a little about your investment strategies please. What stocks look good to you. We all agree that the whole wireless market is going to be ok until the real players are known in the near future.

My company is looking for a wireless system and they are talking to a consultant company. This consultant group works with all kinds of system, fixed/mobile, TDMA, CDMA, etc. My company being one of the biggest airline in the world would be interested in tons and tons of mechanical drawings and procedures available to the maintenance technicians all around the world. According to the consultants, the choices are very limited. They went back to figure out what system we should be using. Any thoughts on what would be the best technology? Our company employees 9,000 technicians and I am not sure what the number of airline mechanics are worldwide that would be interested in a mobile system like we want to get.

I had a chance to talk to the a couple of the consultants and they are so busy that they have not been home for months. They have been working with all different industries and they are very optimistic about the future. I asked them about Qualcomm and they were very impressed with the technology and they are working very closely with them. The had one major comment: speed will be the most critical factor for the business world.

They did not want to comment on the stock prices and they told me that since moving to 3G means big big money,the big telecom companies will be battling for a standards for a while.

GGamer
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