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Duane, If you are still interested in QCOM, I would strongly recommend the thread on SI: "Qualcomm--Coming In to Buying Range?" I am totally prejudiced, long on QCOM, and think the thread is the best. Posters tolerate lots of pro-con, great mixture of telecom professionals, EE's, finance pros, etc. Almost zero flaming and much good humor.
I will refrain from commenting on Michael Gat's posts here because the discussion is more appropriate to one of the telecom threads, Ericy or QCom. Suffice to say that the GSM/TDMA v. CDMA argument approaches religious intensity at times, and that Mr. Gat's views are not, shall we say, universally held. The Telephony article he cites has been refuted conclusively, IMO, and the publication itself is considered little more than a TDMA mouthpiece. If you're still long QCOM, join the thread and keep the stock! Best, Mike Doyle |
