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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 177.78-2.2%Jan 9 9:30 AM EST
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To: Stock Farmer who wrote (112267)2/5/2002 3:27:51 PM
From: Keith Feral  Read Replies (3) of 152472
 
1. Accounting changes forcing weak companies out of the market. End to irrational competition for companies that could not make a profit.

2. Free market policy - to the victor goes the spoils. Clintonomics promoted irrational competition based on unsustainable profit markens.

3. 3G is just just beginning. It's a great market for the next 5 years.

4. Devices are just becoming useful. I consider Windows XP to be the first useful computer platform by MSFT. However, I would rather just connect to the Internet. Spectrum is all I need.

5. QCOM is priced pretty cheap compared to most tech stocks on a relative PE to it's growth rate.

6. Glut at the network level caused by lack of last mile solutions. We need 3G to get all the information out of the fiber networks.

7. Gilder and Soma - everything is fine except WCDMA is not going to see the light of day in the US. They would be better off with a 1xEVDO solution.

8. Realtive PE to other techs is stable.

9. Like Keynes said, "We all die in the long term."

10. Qualcomm has the best talent in the world. The company needs talent to stay ahead in the technology race.

11. Find me a stock that's not down in the past month.

12. QCOM 5 year - good thing.
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