Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.61

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10:42 AM EST

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To: Frank P. Lee who wrote (15869)	10/1/1998 10:58:00 PM
From: kech	Read Replies (1) of 152472

My good friend Frank. Let's compare apples to apples and oranges to oranges. The comparison with ERICY was from last Sept. to this Sept. We had all of these discussions last year about 5 year CGR performance and decided the only way to settle the discussion was to look forward. This is the only experiment that makes sense. We asked who was going to do better over the next year, ERICY or QCOM? Last Friday, QCOM won, though if we did it today it might not. In any case, we both know that one can do retrospective analysis and pick endpoints and show some investments do better. That is not the point. The point is to look forward and give reasons for why one will do better than the other and put our money down. To make it simple, you wouldn't bet on the Texas Longhorns this year would you? No, even though their CGR for the last 10 years looks pretty good. This year, even though it would really hurt, you would bet on the Nebraska cornhuskers, right? If you had to bet on one or the other? Well, the same goes for whether you would bet now on QCOM or ERICY going forward? Sorry to hear about your QCOM phone but you really have to distinquish between carrier and phone. A problem in either one can make the other not look so good although clearly your phone did have problems. The problem with early qcom phones have been discussed before here. The coverage in the early roll-out of your system could easily have made the q look not so good. Just saw a plan by Sprint to offer $.10/minute calls to anywhere in the U.S. covered by the Sprint system. That is the same as my long distance rates, and you can call from your car. You could call me on your commute and complain about this post!! All the best, you rabblerouser. I'm going over to the Xilinx thread to tell them their chips suck. Tom :-)

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