CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST! Message Board

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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!

QCOM 175.07

+0.5%

1:28 PM EST

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To: ED PLOPA who wrote (1340)	12/26/1996 3:22:00 PM
From: uu	of 1819

Ed: > QCOM = next MSFT hmmmm.... interesting... However I dont think this will ever come true. For one thing MSFT has never been under so much debt as QCOM and such a high P/E (and we are talking about MSFT that controls practically the industry it is in - namely software)!). Secondly MSFT has a hard core, extremely efficient management that takes 10000% usage of the brains it has employed in its R&D effort. QCOM on the other hand lacks such efficiency and I know this from several R&D managers from within the company. Low moral is a terrible thing to happen to a supposedly growth company. QCOM seems to have an excellent management at the top (especially in the marketing) however it is the R&D that makes a company successful and not just the marketing. CDMA is definitly a great technology, but I dont think QCOM will be the vehicle that can push that forward (eventhough it maybe the first to do so). The stock is extremly overvalued in my opinion (with all do respect). Watch for Lucent technology and Bell Labs and AT&T to be the dominant force soon. QCOM will be sort of like how Control Data corporation became of and not MSFT! This kind of reminds me of the debate between Dan Quayle and the VP candidate of Michael Duckacus (I forgot his last name - he was a seneator from texas). Remember when Dan Quayle compared himself to Jack Kennedy?! The senator said: "I worked with Jack Kennedy. I knew Jack Kennedy. Mr. Quayle, You are no Jack Kennedy!" I suppose the same can be applied here.QCOM is no MSFT! And that I am pretty much sure of! Regards, - Addi Jamshidi

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