Qualcomm Incorporated (QCOM) Message Board

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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: Dave who wrote (15352)	9/22/1998 9:10:00 PM
From: Clarksterh	Read Replies (2) of 152472

Re: Who cares, analog is obsolete, and when 3g is introduced so will GSM I hate being the fly in everyone's ointment, but the difference between CDMA and GSM is probably significantly smaller than the difference between analog and digital (both in terms of capacity and cost deltas). This is not to imply that CDMA will not eventually take over, but only that it is likely to take a while. As for the argument about which company is a better investment, Qualcomm or Nokia, the answer is that Qualcomm has a much higher chance of very high growth rates, but it also has a much higher chance of going belly-up. ('Chance' being measured by the statistical certainty that the fastest growing companies are small, but also that small companies fail at a much higher rate then big ones.) Put another way, how many times have you seen on these boards that 'Company X is the next microsoft', only to have them pancake in the next year? I personally think that the market has made a mistake in assessing Qualcomm this way, but then what do I know? Clark

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