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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 182.19+3.5%3:59 PM EST

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To: SteveG who wrote (25698)3/31/1999 9:24:00 PM
From: Morgan Drake  Read Replies (4) of 152472
 
These guys are crazy. This is a 75-90 PE company. The stock is an easy $300/share. In my gut, I sense that there is a window of opportunity here, if Q can find it which will make it a MSFT of sorts. Hope they find it soon, and can execute, whatever it is.

You know, Gilder is very strong on this company and its products. He says the cell phone will be the next personal computer. I've always thought that that couldn't be, because I need a big keyboard and monitor to see what I'm doing. But suppose keyboards & displays become generically ubiquitous, like coat hangers and coffee cups. You take your phone with you wherever you go, and when you get to an office, you just plug it into an available display and keyboard (and perhaps a mouse), you then attach to the Net and ... well use your imagination!

Regards,

Morgan
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