Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 176.00

+0.4%

Dec 9 3:59 PM EST

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To: pheilman_ who wrote (104131)	9/8/2001 1:02:59 PM
From: pass pass	Read Replies (5) of 152472

So you are saying CDMA is the end of wireless PHY? That's a bit arrogant, don't you think? As for cell phone usage, the quality has a lot to do with the carrier's willingness to deploy. I personally used Sprint (CDMA), Verizon (CDMA) and ATT (IS136), had indirect exposure to Cingular (GSM). ATT is the best in terms of quality vs fee. Having one company controlling the majority of IP of a technology will inevitably drive the network cost high. Maybe that's why Sprint service is so poor that there are class action lawsuits being prepared. There is no doubt cell phone industry has great potentials, but I question QCOM's valuation at this point: $40 Billion market cap, x16 P/S. Someone claimed QCOM is comparable to MSFT. That's laughable, but even MSFT who owns low end OS of the world only has a P/S of 12 and $30 Billion cash and the software industry is in far better shape than telecom.

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