Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 171.51

+0.4%

3:59 PM EST

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To: Gregg Powers who wrote (21310)	1/15/1999 12:45:00 PM
From: SKIP PAUL	Read Replies (1) of 152472

Gregg, I completely agree with your assessment of QCOM's Omnitracs/Trailertrac business. It is a hidden Jewel which the market is not valuing. For those who are not aware QCOM sells GPS based tracking and communication devices into the Long haul truck market and is the runaway leader in that market. QCOM makes a nice profit on the sale of the device and then a recurring charge for communication between the vehicle and the monitoring station. QCOM has over 400,000 (relying on my memory) units in operation. At only $2,500 per subscriber this business would be worth $1 billion. I think its worth more than that perhaps double that.

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