Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 162.31

+1.7%

1:04 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Randall Knight who wrote (71870)	5/14/2000 10:47:00 PM
From: samim anbarcioglu	Read Replies (1) of 152472

Randall >> They risk very little by losing in CDMA and risk a lot by having GSM move to CDMA. That is why I don't think Nokia will buy Q chips and why if they did, it would signal the collapse of Fortress Europe. I have quite a different view of it all. I believe a day doesn't pass someone at NOK top management doesn't go to Jorma and say "But Boss, look at all the money we could be making. if, just if we were selling CDMA in the US. 30% penetration, huge internet establishment.. " And it is true, they are salivating at the money they are not making in the US. And the day they start doing business with Q, their stock will double in three months. Based on this line of thinking, I went long on NOK in a substantial way (subbstantial for me). I will give it 6 months. If they have not come around by then, It is all over for them in my opinion. Because VOD will get into EU sooner or later. And in the US, the market will belong to Samsung, KYO, MOT, ERICY completely. s.a.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next