Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.23

-0.6%

Dec 22 3:59 PM EST

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To: Pierre who wrote (94289)	2/22/2001 8:09:23 PM
From: A.L. Reagan	Read Replies (2) of 152472

Right on, Pierre. You may also remember a CC last year in which IJ stated the one thing that kept him up awake at night "that w-CDMA won't be timely deployed." Thank you for reminding some of our fellow shareholders that the "us versus them" attitude is not the key to success for the Q. The less emotional sorts who set stock prices in this market don't give a damn about who or what sucks, just what the discounted free cash flows look like at any given moment. And if GSM-land stays in 2G or GPRS until 2004, that's not good for us. There's that old saw about winning the battle and losing the war. In the near term, only concrete $$ from China, a specific Nextel 1X announcement and/or some specific non-Snyderized news on 1X take-up in Korea will do much to move the stock up. Lastly, as a LT shareholder, I was really glad to see Q's significant presence at the GSM World Congress.

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