Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.07

-1.0%

3:59 PM EST

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To: nimingdn who wrote (44652)	10/14/1999 10:35:00 AM
From: Uncle Frank	Read Replies (2) of 152472

Good morning, nimingdn. As my nephew, Voltaire, might say, the Houses are using any news to solidify their positions. Intel is buying DSP. To me that says Intel is confirming the vision of cdma as the 3G standard. To me that says Intel will help promote cdma world wide. Intel sees an opportunity to make millions of high asp chips. I see that as a huge royalty stream for Q. The Houses will use the illogical fear of competition to frighten Q's shareholders so they can increase their own inventories. But the valuation experts will methodically count the beans and very shortly declare Q the Winner in this episode. uf

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