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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: Ramsey Su who started this subject	1/19/2004 11:10:27 AM
From: Jim Mullens	Read Replies (1) of 196552

George Gilder on Qualcomm/ Dave Mock- George Gilder, in response to a GTR subscriber’s listing of his portfolio which equal weighted QCOM with many other stocks, commented that he had just finished reading a forthcoming book by Dave Mock that makes a powerful case that “Qualcomm is the best technology company in the world. “ Mr. Mock has apparently done a complete about face as regards his attitude toward Qualcomm. Mr. Gilder went on to say that - 1. It is demonstrably the leading fabless semiconductor company ............. 2. It is overwhelmingly the leading wireless player........ 3. It is the champion manager of intellectual property......... 4. It is the most effective broadband player in America at a time when broadband is gaining momentum among customers (I expect about half of DSL and WiFi customers, and a good many cable modem subscribers as well, to switch to EVDO for most of their Internet access). 5. It is the worldwide leader in 3G and is expanding its technology portfolio through GSM and TDMA. 6. It is the most successful US company in the ascendant domains of China and it now has over 5 million subscribers in India. 7. It is pervasive in Latin America and gaining in Russia. 8. It will be the pivotal player in the new world of ubiquitous still and motion photography to be unleashed as Foveon breaks through in coming months. 9. It is a leading software vendor with BREW and Eudora. 10. It is a leading satellite player with Omnitracs. 11. It has an ever more resourceful portfolio of new technologies, such as software radio, Q-chat, and digital cinema. 12. And it dominates location based services using GPS and complementary technologies. What more do you want? <<<<<<<<<<<<<<<<<<

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