Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 182.19

+3.5%

Dec 10 3:59 PM EST

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To: limtex who wrote (94799)	2/28/2001 10:01:25 AM
From: qveauriche	Read Replies (3) of 152472

Limtex- Certainly, if we have a worldwide recession all bets are off. But my point was simply to make a rational observation about the worst-case impact of the concerns that seem to be killing the stock recently. So I will add this additional caveat. Assuming the sky does not fall.... The wireless world will be almost completely CDMA by 05-06. There is growth within growth within growth, as existing CDMA carriers upgraded to 3g, as GSM carriers convert to 3g, and as cdma chips are deployed in a variety of devices other than 3g phones. Remember Dr. J has spoken of penetration rates greater than 100%(as a % of human population) as CDMA chips are deployed in cars, laptops, etc. I simply can't believe that the best investment decision at this point, in light of the enormous declines, and a fundamentally sound economy, and such ready and easy explanations as to why the current slowdown occurred, is to sell a company like QCOM at 53 and hide the money under the mattress. BWDIK. Best regards.

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