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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 171.02-1.5%3:59 PM EST
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To: Ramsey Su who wrote (6919)2/26/2000 8:11:00 AM
From: Jon Koplik  Read Replies (1) of 13582
 
Barrons 2/28/00: AN INTERVIEW WITH DONALD L. LUSKIN, H. DAVIS NADIG AND MAURICE WERDEGAR ~

Q: Looking at your portfolio online we see that your big moves have been in
names like JDS Uniphase, Qualcomm, PE Celera Genomics. Tell us about
Uniphase. Why do you like it? Luskin: Qualcomm and Uniphase are the Intel and
Microsoft of this next phase of the New Economy. Qualcomm is the Microsoft
because it controls the operating system for wireless. I am almost embarrassed to
talk about Qualcomm, because it has become so well known in the last three or
four months. But it is the Microsoft of the next decade. More than half the people
alive on this planet today have never made a phone call. When they finally do, it
will be on a wireless phone and that wireless phone will be running CDMA, or
"code division multiple access," which is the Microsoft Windows of wireless and
Qualcomm's all over it. JDS Uniphase is the Intel of the bandwidth revolution,
because it makes all the ugly little things that live inside the networks of the future
and that have really driven the collapse of bandwidth. They're one of the pioneers
of "dense wave division multiplexing"; they make the pump lasers, the add-drop
multiplexers that are going to lead in the next couple of years to all-optical
networks.

Copyright ¸ 2000 Dow Jones & Company, Inc. All Rights Reserved.
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