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: kech who wrote (1394)	1/1/1997 1:13:00 PM
From: Chris Reeder	of 1819

Tom I'm not sure that it's safe to say how rapidly this industry and Qualcomm will grow. I think back to the early days of cellular and fiber. Both are examples of very poor prediction of growth. Both where understated. The worlds economy will be a key factor over the next few years. If all is stable and well, you could easily see QCOM growing more rapidly that expected. Countries as India, Russia (and former USSR countries) and China are hugh marketplaces. In all instance the existing wireline infrastucture is very archaic. Throw in S.A. and this is dynamic growth potential that I believe to be extremely understated. LU and Nortel are aggressive in securing contracts to supply that infrastucture. The more I use my QCOM phone the more impressed I'm with it's design and features. The marriage of Sony I think was a shrewd move on QCOM part. I would expect expansion of production in the next few years in Mexico, Brasil, Argentinia or Asia a very distinct possibility. Now, where did I put that aspirin.

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