The New Qualcomm - a S&P500 company Message Board

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

QCOM 166.05

+0.6%

3:59 PM EST

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To: cfoe who wrote (10393)	5/18/2000 4:14:00 PM
From: Boplicity	Read Replies (4) of 13582

When will the FUD stop, seems like NEVER! QCOM was an Island and still is an Island. It ran off investors before and it's running off investors now, and as far as I can see, it will not end, since the delay is in years before we find out what it will be. China is not going CDMA until they have too. USA will not have the spectrum to do 3G until the broadcast companies fork over the spectrum in 2006. It's all years away worldwide. Not having WCDMA spec firm just adds to the delay. QCOM is set for a mutli year base like it did before. The question is not what flavor CDMA it is going to be? The question is how long can you sit on your money doing nothing? Face the facts. You can go ahead and list how great QCOM is and state, over and over like this thread is doing, no mater what flavor CDMA 3G is going to be, QCOM will rack in billions. But when you get down to it, the delay in rev., that QCOM has priced into already, is years off. This market will not except it, and this market will bring QCOM down till level that is acceptable for current rev. generating abilities QCOM has now, not what it will be. Greg

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