Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 152.66

+0.7%

3:59 PM EST

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To: marginmike who wrote (32000)	6/8/1999 10:38:00 PM
From: John Westman	Read Replies (1) of 152472

Notice that Gilder mentions UPCOY as one of the beneficiaries of TERN. UPCOY is the subsidiary of UIHIA the holding company with cable operations, broadband throughout europe, australia & s. america. I don't think most people realize that UIHIA is the @home for the rest of the world and when they do it's a $200 stock. I'm putting my bet there rather than on TERN, the supplier, until another Christiansen disruptive technology comes along. But, I would suggest that if UPCOY is a buyer of TERN's product then so will the rest of UIHIA which should bode well for your investment. Just a thought. j

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