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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.01-0.3%Nov 14 9:30 AM EST

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To: Eric L who wrote (21138)4/4/2002 4:31:00 PM
From: limtex  Read Replies (1) of 196649
 
EL - Of course they can't see it. You would have to know how bad GPRS is and how good 1X is and all the great new handsets and applications that will come with 1X and the massive relatively untapped markets like the kids and teens who do not have spending limitations as adults do.

And the interactive stuff with corporates to understand how 1X will change the the technology outlook.

And it will come from apps developers in Korea and Japan. And new apps companies will surface and add to the hype.

Of course it is difficult to see that on a day when some cult member in Gaza say in the NYT that they are only interested in killing Jews no matter who signs what and the general gloom of the market.

Any long is being tested and as for that price target well that is really neat. $38 the...the guy has a sense of humour.

And another thing, PJ seems to have overlooked that EV DO upgrades are planned for next year.

Also I noticed a previously unheard of type of fancy hanset due for release in Korea in the fall and targetted at the business community.

Best,

L
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