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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 182.09+0.4%9:57 AM EST

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To: Keith Feral who wrote (4608)11/15/2000 3:40:22 PM
From: Maurice Winn  Read Replies (2) of 196924
 
<The basis for uninterrupted growth as GSM, iDEN, TDMA, and CDMAONE upgrades to 1X EV, 1X EV DV, & WCDMA overlays create an unusual level of visibility over this expected time horizon.> Absolutely Keith! And analysts love this stuff because it fits into their spread-sheets and they get a bottom line. They look at the bottom line, gulp, check the figures then lunge for the buy button.

They can't see into the fuzzy future beyond 2004 where the real fun happens. Just as, in 1996, they still thought CDMA was some scam and now, a mere 4 years later, they know it isn't and that CDMA rules 3G [though even today, incredibly, there are articles suggesting W-CDMA is a loss for QUALCOMM].

Mention Graviton and It's prospects and they'll say "Huh?" Here's Graviton Keith [reference your next post] graviton.com

So we enter the really fun realm of regular sales, which analysts can monitor, big profits and fuzzy long term prospects which make the present look trivial.

I suppose it's a reprise of 1991, when OmniTRACS was selling well, funding fuzzy long-term really exciting prospects in CDMA which were peeking over the horizon. The revenue reached $10 million or so! We just add zeroes and carry on having fun.

But even in 1991, the internet was built into the foundations of CDMA. Prescient!

Mqurice

PS: 15 November Business Wire article here, in Globalstar stream:
Message 14815072

Or directly linked here [this is a better source if it doesn't die after a while]:
library.northernlight.com
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