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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 141.02+0.6%3:59 PM EST
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To: Wyätt Gwyön who wrote (46475)10/29/1999 11:28:00 AM
From: cfoe  Read Replies (3) of 152472
 
RE: JDSU vs. QCOM

Let me try my hand at this question. First a disclaimer: JDSU is my second largest holding in $ terms. Of course, my first is the mighty Q.

I listened to the JDSU cc yesterday. The CEO started the call by saying that what is happening in their business is evidence that we are moving from a "pc-centric world to a bandwith-centric world."

Currently JDSU (among others) is in the heart of the bandwith tornado. JDSU is the largest, and whether it is a King or Gorilla, things are looking very good.

So what does this have to do with Q? Currently Q is not in the bandwith game. It is in its own tornado - digital mobile cellular and it is a Gorilla - it owns the emerging standard. Its current valuation is based on this.

However, it is not yet in the bandwith game. However, with HDR and 2+meg wireless data rate, it will be in the bandwith game. Big time!

One of the regulars on this thread recently reminded all of us to wait for another 2 or 3 years to see where Q is. I think this is what they were referring to. Once QCOM enters the high bandwith game, they establish a whole new Gorilla game for themselves. No one can predict the whether the valuations then will be JDSU-like. But I wouldn't want to bet against it.

Another point regarding the roll out of HDR service. Imagine that you have broadband coming into your business and/or home and then when you go out, your mobile appliance works at a snail pace. I don't think so! Once broadband gets into business and home, it will create demand/opportunity for wireless.

Comments, criticisms, etc. welcome.
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