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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 170.90-1.3%Nov 7 9:30 AM EST

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To: foundation who wrote (2958)9/10/2000 10:17:34 AM
From: carranza2  Read Replies (2) of 196568
 
I think Gilder's credibility is fine. If he says so, I believe it. He may not get all the details right, but that's because he's a generalist. His general views on how things will develop in the future are 99% dead-on.

I like the way he "sources" things. For example, the sentence in his CDMA report re: an announcement from Q regarding a "several fold" increase in HDR's data transmission rate is followed by another sentence (unrelated) in which he refers to Q engineers. Can you put two and two together?

It's unbelievable to me that the CDMA report didn't move Q's stock price. The market simply wants to keep handing us an opportunity to accumulate.
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