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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (37538)	1/6/2001 11:50:49 AM
From: gdichaz	Read Replies (3) of 54805

tekboy: Some Qualcomm thoughts. Yes, the general point is that each of us decides what makes the most sense for him/her self, on the basis of the best info and ideas available, analysis and personal DD. My standard has always been a sleep well at night standard. That is first in investing. Otherwise emotion and worry hamper judgement on the merits. Even with a glass half full view, it is important to recognize that implies the glass is also half empty. It may be that the transition to data as the key to Qualcomm's growth fails. That is what I am watching - the data wireless/internet (intranet) nexus. To me the most important place to watch in the voice/data wireless networks will be 1xEV in current spectrum. The rest is basically noise IMO. Long run I see 1xEV in current spectrum and WCDMA (of some variety) in new spectrum. The sleeper is all the other initiatives just starting with wireless widgets and computers of all varieties, movies, satellite (data), autos, and on and on. We see new announcements now of areas where Qualcomm is licensing companies well outside of where the traditional past growth has been. There is no way to quantify any of that yet. I see 2001 as a watch carefully year - a year of transition. When I look around, I see opportunities. But there are also problems and dangers. How to balance these within each person's individual circumstances is up to each person. To each, his/her own. Each of us needs to decide ourselves what makes the most sense for us within our own circumstances. Best. Cha2 PS I see AT&T as no loss at all, since the path without the recent change was TDMA to EDGE and stop. Zero for Qualcomm. This way WCDMA is out there. 1x and GPRS were always going to be side by side. 1xEV vs EDGE (if EDGE is generally adopted - which is important to watch for) is the key in current spectrum IMO. I do think WCDMA will be pervasive in new spectrum and that will be a "committee" standard - but bucks to the Q. And (as I mentioned earlier) the sleeper will be all the other new innovations from Qualcomm. PPS We need a Qualcomm Project Network report by someone - at least a start on one.

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