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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 164.53-0.4%Jan 14 3:59 PM EST

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To: JGoren who wrote (73132)6/2/2000 3:32:00 PM
From: S100  Read Replies (2) of 152472
 
Cena $60 Billion in new hardware contracts, mainly Nok and Ericy, set to come out of Europe in next few months. QCOM will get 5%, regardless who gets the contracts.
All versions of future technology will be CDMA, QCOM will get paid regardless of winner of equipment contracts.
Top two picks, NOK (first and foremost) and ERICY. Europe big opportunity for next year, followed by Asia, South America and US.
Nok to get 30% of market share of the $60 billion. Could triple size of Nok infrastructure.
$200 Billion Hardware opportunity over next 5 years. Would buy entire sector now. Target for QCOM is $150 to 200.

Piecyk Things look great for industry. The one company that will get paid is QCOM, top picks Mot, Nextel and QCOM. Reiterates $250 QCOM target. There has been talk of other companies in China may go to CDMA. Focus on operators, could challenge stranglehold that AOL and Yahoo have, could change usage patterns of customers.
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