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Pastimes : All Clowns Must Be Destroyed
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To: Lymond who wrote (35480)5/24/2000 11:20:00 PM
From: LLCF  Read Replies (2) of 42523
 
<ran across your comments on the looney-tune porch thread. >

I felt really bad for the poor guy getting margined out... the response amazed me as well... it's like a bunch of ole Southern Gentlemen eyeing up Sidney Portier coming into town.

<Could you give a brief synopsis as to your take on QCOM, and why you like it here? >

I'm not saying it's a steal or anything, but it has a great story in an exploding market. They get royalties on all CDMA chipsets sold among other things. The CDMA carriers are starting to show why it's a better product with the quick easy roll out of wireless browsers [which I have one and have nice monitors via bloomberg to watch the market while playing golf as well as trade via Fidelity where I have my IRA... and it works GREAT, I'm very pleasently surprised. Anyway, the TDMA networks claim to ramp up soon [ATT specifically] but are waiting on various software solutions to bring TDMA up to speed... pro Q folks are saying no way, they'll never catch up to quality and quantity of CDMA... if they switch to QCOM technology QCOM would explode... indeed as I said it should grow very quickly even without this. All this is MO only and everyone should do their own DD!!! There are some very savy folks on the Q threads, unfortunately ton's of drivel by the 'porch types' as well.

DAK
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