1998 Magic 25 Message Board

STOCKTALK

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Strategies & Market Trends : 1998 Magic 25

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To: Dr. Stoxx who wrote (17)	12/6/1997 3:28:00 PM
From: Dan Ross	of 116

Just so everyone I knows, I am a QCOM bull....nice to see it included...the company hass experienced tremendous growth and '98 will be a very good year......estimates for 99 are $3.67...I believe these are conservative... CDMA technology(which QCOM derives a royalty on) will be the dominant technology over the next decade....However, some potential problems could occur....Someone could work around the patents and get widespread industry support (QCOm currently has this but many are hedging there bets)....ONly 1 major player doesn't have a CDMA license from QCOm.....ERICY(ericcson)...they said CDMA wouldnt' work in '90...would be unprofitable in '94......and said til this year that it wouldn't dominate.....NOW THEY SAY THEIR NEXT GENERATION STUFF WILL BE W-CDMA(wideband CDMA)....their specs are different but QCOM believes ERICY's version won't work as well as their's which patents cover.... Take care...looking at the '98 picks to find who the duds will be..... One note....I am going to look at '97 picks again.....analyze each company based on returns...Is their an early indicator of the success stories? I'm going to try and find out..... Dan Ross

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