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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.54

-1.2%

Nov 13 3:59 PM EST

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To: SpudFarmer who wrote (38274)	8/19/1999 1:29:00 PM
From: Jeff Vayda	Read Replies (1) of 152472

OT** SpudF: re relies on patents and royalty stream is VISX... Another Q? A better case would be made from Keravision. Good parallels in the Qualcomm/Visx scenarios. Kera is the new guy with a completely new approach (as was Qualcomm) derived at from another related technology. (Kera basically is a spacer inserted in the eye to reshape it, rather than a laser removal of tissue as in Visx) Kera is the sole supplier of the inserts while a couple of people are producing the lasers. As the world also comes to see the advantages of CDMA over GSM, they will also see the advantages of KERA over Lasik (mildly invasive, better results and removable). However, in the mean time, people with significant money invested in the outdated infrastructure (GSM and Lasik) will continue fight against the flow. The future is bright (clear?) but it wont necessarily be a smooth ride. Jeff Vayda Post post edit: seems you hit the Bullseye with your post Spud. Does anyone else see a pattern of like minds following similar 'story' stocks> (Qual/Visx/Kera)

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