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Technology Stocks : The New QUALCOMM - Coming Into Buy Range
QCOM 168.09+1.8%Nov 28 9:30 AM EST

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To: Jim Mullens who wrote (5128)5/4/2009 5:43:24 PM
From: slacker7114 Recommendations  Read Replies (1) of 9129
 
QCOM will never make it back to $100/share when you now proclaim

No it is just a parody of your comments over the years. I think Q's best growth days are behind it, but that doesnt mean they dont have another good year or two. Beyond that, Q will need either Snapdragon or one of their other ventures (Mirasol) to become very successful. Q's story will no longer be about grabbing share within the wireless market but grabbing more and more of the revenue associated with each device. That is a much more difficult challenge and it is an open question whether they will be able to pull it off.

and yes, you need to look at the overall wireless device market to understand that....your subscriber numbers will end up giving you a very misleading story about future WCDMA royalty growth.

Slacker
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