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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.42-1.2%Jan 16 3:59 PM EST
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To: marginmike who wrote (103808)9/5/2001 12:48:43 PM
From: carranza2  Read Replies (2) of 152472
 
What you say makes a lot of sense.

Agree that ATT Wireless will not exist in a couple of years. Some will tell you that Lucent, Nortel, Ericsson, Motorola and Nokia will not be around in their present form.

Some of these companies are powerhouses which may be takeover prospects due to their cheap price at present.

But who wants more capacity?

Gilder was right--we'll have bandwidth to burn. But the question is what will be done with it?

I recall becoming interested in Q because of HDR, and ultimately investing in it because of the prospects for 3G royalties (and Gregg Powers sage advice) as well as HDR.

Those are still the reasons I'll probably continue to hold, though I may sell some of my position and buy back at lower prices, something I've never done and don't really feel comfortable doing.
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