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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 175.35+1.8%11:38 AM EST

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To: EepOpp who wrote (94861)2/28/2001 3:31:51 PM
From: golfinvestor  Read Replies (2) of 152472
 
JP Morgan H and Q Spotlighted Comments on HSAC, QCOM, WCII, FCEL, SAWS and PROX

By: JP Morgan H and Q
2/28/01 8:05 AM
Source: News.com
San Francisco, CA, February 28, 2001, 8:05 PST
Visit the CNET Brokerage Center for daily reports from the top Wall Street analysts.

QCOM Snip:

COMPANY AND SECTOR UPDATES
Qualcomm (QCOM/$56/Long-Term Buy) mkt cap $44.8B
QCOM: Update from analyst day
º Qualcomm makes case for CDMA2000 as de facto high-speed wireless standard
º We believe carriers' decisions on what technology to deploy have already been made and were based on more than just a cost per megabit of a particular technology
º We believe the stock is priced at a discount given the company's near-term prospects for chip set sales and the strength we've seen in CDMA handset sales even through struggling OEMs like Motorola
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