The New QUALCOMM - Coming Into Buy Range Message Board

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Technology Stocks : The New QUALCOMM - Coming Into Buy Range

QCOM 168.92

+0.5%

1:39 PM EST

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To: slacker711 who wrote (5166)	5/8/2009 12:16:14 PM
From: Jim Mullens	1 Recommendation Read Replies (1) of 9129

Slacker, re: Wireless market evolution / pessimism on QCOM’s long term prospects Perhaps the macro economic / equity market doldrums have caused your “glass half full” attitude, as initially exhibited with this recent erroneous observation of yours >>>> ” future growth of the WCDMA market...the bulk of which is now behind us” Factoid >>>> A 5 year WCDMA unit CAGR of 22.4% (even w/ Modoff’s significantly reduced forecast) WCDMA units in millions 2008 266 2009 353 2010 451 was 660 2011 579 was 826 2012 654 2013 731 In addition to the many QCT / QTL issues discussed in detail in the recent thread, I believe C2 and ¼ sawer have emphasized many other areas of wireless growth that counter your pessimism. IMO, we have hardly touched the surface of how the future of mobile wireless will benefit mankind the world over. C2 says >>> ….”Getting these increasingly complex applications to work seamlessly and at lightning speed is where I see that Q's advantage lies, particularly as these increasingly sophisticated devices and applications will become not just playthings of the affluent but necessities. The market for them will be enormous. The iPhone is a great example of a terrific phone working on a terrible standard. And it is a great success. Imagine the iPhone on a top notch Verizon network optimized for lightning speed. The market for these devices will be huge.” Enhancing the mobile experience will be the primary benefit to the developed world. ….better / faster / cheaper- speed, applications, displays (Mirasol, etc) – the whole internet world (home /office- work/ pleasure) always on and with you. Enabling the developing world ($ rural areas) with communications (high speed to boot) / internet connectivity /computing power- …….just enormous potential for productivity gains and economic growth / human well being. What are the enormous possibilities within the medical / health monitoring arena itself? -- The Best is yet to come--

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