The New Qualcomm - a S&P500 company Message Board

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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 168.09

+1.8%

Nov 28 9:30 AM EST

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To: lkj who wrote (4671)	12/30/1999 9:23:00 AM
From: cfoe	Read Replies (3) of 13582

In fact, Lucent's directional antenna that introduces space as a new dimension to communications could change the landscape of wireless communications. I appreciate the concern you expressed and hopefully I can offer something useful regarding this area of your concern. Disclaimer first - I am a financial type and not well-grounded in the technology. That said, I was at the first Disruptive Innovation conference (held by the Gilder Group in July) and Lucent's Chief Scientist was one of the presenters. He spoke about a new wireless technology they were developing and it sounded like what you ar referring to. At first, I also wondered if I needed to be concerned for QCOM, so I asked one of his associates during a break. He very quickly said that what Lucent is working on is for FIXED WIRELESS (emhasis added) and had nothing to do with mobile wireless. He then added a comment that I interpreted as saying QCOM was alone and in the cat bird's seat in mobile wireless. As to eventual volumes and average prices, you are correct that no one knows. However, remember that we are not talking about phones only anymore. We are no talking about hundreds, maybe thousands, of digital appliances that will include a CDMA ASIC; especially by 2001 with HDR. Then there is China... Will QCOM's stock price go down from here? Probably. Will it be higher at the end of next year? I am not selling share one.

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