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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 168.09+1.8%Nov 28 9:30 AM EST

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To: Boplicity who wrote (58493)12/31/1999 11:57:00 AM
From: Nichols  Read Replies (1) of 152472
 
RE:GSTRF Greg, I agree. Bought in a real small amount-1% of my port on Monday @33. Ultimately(within the next 3-6 months) want it to make up 3% of my port. That's about all I can do, with QCOM and all.
One last thought- anyone have any problem with IDC taking portion of QCOM's royalties? Not well versed, but it seems that they do indeed have some patents there, but they are limited to W-CDMA. They've had extremely limited real world succes, and I believe that they are limited to fixed wireless only.Seems like they are merely riding on coattails of Q- patent play only.Again, I do not see them as a threat(or should I?) but worse-case secenario taking a small % of royalties. |
QCOM will make us a mint, unless some new kid on the block has a better mousetrap(dont see that happening anytime soon). We can't have blinders on and we must diligently watch out for that better mousetrap.
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