Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 166.81

-4.1%

Nov 17 3:59 PM EST

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To: marginmike who wrote (61676)	1/12/2000 11:21:00 AM
From: exbenzive	Read Replies (1) of 152472

AMEN MM! There are some important things that we can't overlook for the near future. It's pretty safe to say that Nokia was bidding for the handset division. In my mind this was a flat out admittance that they can't make/keep up with the mobile ASICs. They have a very bad track record for that. This says one of two things to me; Nokia needs Qcom ASICs and they could possibly be still negotiating with Q for engineering support. The latter may be a pipe dream, but Nokia needing ASICs is a real hafta for them to really compete in this upcomming market. So the question is when will they announce such a deal? I don't think they can wait to much longer. The world is moving right past them. I would guess that a deal would be cut before Feb end. Let's hope! Now let's talk HDR. What's up with all the Hatachi and Q news in ASIA and nothing here? News leaking out that Q doesn't want out yet? Sounds a little fishy. Why wouldn't Q want this public? Timing? They better get infrastructure manufacturers on board fast to make a Jan 01 rollout. My guess is that that news will be made public soon too. Again, I hope sooner or later. Following Voltaire's advice and use these dips as buying opportunities is what I'm doing. I have Feb 200s and truly believe that we'll see 200 by month end. I agree with MM, IJ has never been so bullish on hinting about earnings. He has been a "world watch and see what we did" kind of guy. Other than the selling of Q stock to raise capital blunder, Q has never tried to minipulate the market. Irwin is the real deal. Even in the "This Week" and "CNBC" interviews, you could see it in his face that in a year his comments will be, "NIENER NEINER, TOLD YOU SO!" Check out all the little companies popping up with little data devices. Is the world ever happy with the fastest PC today, NO, they want it faster. The question of whether HDR is needed for such little data thingies is a definite yes! Qcom better be working on the next generation of HDR because your going to see an explosion of data devices in the years to come. Will HDR dominate? Ask yourself 2 questions; 1)how close is anyone else to have such a technology with speed and capacity as HDR. 2) has anyone else had the foresight to see data bigger than voice and made a data solution only (not mixed with voice that could be overlaid on GSM/TDMA systems)? Good God people, you are the fortunate ones to be swinging from the VERY VERY large testicle hairs of this gorilla. exbenzive

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