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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 163.32+2.3%Nov 21 9:30 AM EST
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To: Gregg Powers who wrote (9567)4/2/1998 5:52:00 AM
From: Maurice Winn  Read Replies (4) of 152472
 
Gregg, thanks so much for your cogent analyses. I've read your stuff time after time after time and never find anything with which to disagree. I do detect a little impatience in your tone - same as for Caxton, sitting there on the same share price after two years. You had the good sense to remind yourself and others that patience is a virtue.

It is frustrating when obviously defective opinions on Qualcomm's prospects are propounded by alleged experts and accepted as being true. The proof of the pudding will be in the eating. And I have enough to go on with until the pudding is cooked.

Do you have any thoughts on cdmaOne total handset sales per year over the next 3 years? I've expressed my wild guesses - which is what we all are limited to judging by all the projections being wildly out for cellular growth. When do you think cdmaOne handset sales in a month, worldwide, will exceed GSM handset sales worldwide in the same month?

Now there is the $64,000 question. Though $64,000 isn't much these days with all the printing which has gone on over the decades.

Thanks again for your excellent considerations. Please keep them coming and help bring light to the valuation of Qualcomm. Frustrating though it might be.

Mqurice
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