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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 163.32+2.3%3:59 PM EST

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To: Judy who wrote (32462)6/16/1999 6:23:00 PM
From: Ramsey Su  Read Replies (1) of 152472
 
Judy,

a few problems with MOT from an ex-shareholder -

MOT management has proven to be not very innovative and like to shoot themselves in foot. I think MOT and HWP are the worst managed tech giants in the last few years.

MOT has lots of garbage. Yes, they are finally getting out of some of the semiconductor commodity stuff, the pagers etc. However, they have Iridium but more importantly, they are the sole supplier to Nextel. Nextel can easily be left out in the cold and ends up being some type of a niche player only.

At best, MOT is just a mediocre telecom company and, just my opinion, not worthy of serious consideration as an investment when something like QCOM is available. At current price, MOT is more over valued than LU or NT.

My 2 cents.

Ramsey
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