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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tekboy who wrote (28494)7/21/2000 11:20:18 PM
From: DlphcOracl  Read Replies (4) of 54805
 
tekboy: QCOM is dead money for as far as the eye can see.

(1) A deal with NOK is about as likely as seeing pigs fly.

(2) QCOM is back to where it was in 1998 -- a stock with great promise that will languish until there is an event which restores investor confidence. The problem with QCOM is that much of its market cap and current price are based on selling CDMA-2000 chipsets; the CDMA-2000 and W-CDMA royalties are a given. With virtually everyone outside of the US turning toward W-CDMA, the projected earnings from sale of CDMA chipsets will fall far short of projections.

Until there is evidence that the CDMA-2000 is gaining acceptance and market share outside of the US, you can kiss QCOM off as a viable investment.
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