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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 166.05+0.6%Nov 19 3:59 PM EST

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To: Art Bechhoefer who wrote (583)8/5/1999 11:23:00 AM
From: Jon Koplik  Read Replies (1) of 13582
 
Re : It should be noted that there are very few companies which have been able to finance as much of their growth from internal funds as has QUALCOMM. And it has always been perplexing to me that the numbers of analysts who follow QCOM, most of whom have better training in financial matters than in technology, still fail to see the import of this major factor benefiting shareholders.

I have this feeling that most Gucci loafer wearing Wall Street analysts are incapable of understanding how incredibly valuable a business that is involved with the trucking business (OmniTRACS) can be.

The more I learn about Qualcomm, the more it seems that OmniTRACS is the source of a lot of good fortune at Qualcomm.

Jon.
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