The New Qualcomm - a S&P500 company Message Board

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

QCOM 176.53

+1.5%

10:47 AM EST

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To: JGoren who wrote (11646)	6/6/2000 2:56:00 PM
From: Keith Feral	Read Replies (2) of 13582

Near term visibility for growth in QCOM is unreal. Think about the near term trends. - conversion from cdmaOne to 1X MC CDMA in the US, Japan, and Korea. Every cell phone will be replaced in those markets over the next few years. This more than offsets any ridiculous concept that growth in existing CDMA markets is getting mature. Not only will QCOM capitalize on the sale of chips to handset makers, but QCOM now has the unusual opportunity of selling ASICs to infrastructure providers such as LU, NT, Samsung, ERICY, Hitachi, and others. NOK will have to come to terms very soon also. The biggest concern that many people have about QCOM is that 3G CDMA is 3 years away. I think this misconception will be blown apart when QCOM and NOK announce a ASIC deal.

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