Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 139.34

-1.2%

10:51 AM EST

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To: cfoe who wrote (46492)	10/29/1999 11:54:00 AM
From: Cooters	Read Replies (1) of 152472

RE: JDSU vs. QCOM The only thing I would add is Q represents the most compelling example of current growth(CDMA and wireless voice penetration) and future growth(convergence to 3G and wireless data) I have ever seen. This, coupled with the IPR lock on 2G CDMA and apparent(hope to soon be certain) IPR lock on 3G CDMA, and you have as close to a sure thing as it gets. The only comparable example I remember was AMGN when their initial anemia drug was first approved. I sold that one too soon. Not this time. Cooters

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