IP will taking over communication in the next century. I look at QCOM in a different light then you. I have follow CDMA and the Q story for a LONG TIME NOW waiting and waiting for the right time to invest, that time arrived in February in my mind. Cell-phones or some other form of wireless communication are going to be the primary means to access the net, and CDMA is going to lead the way with 3G. My thinking on the above plus broadband was well laid out on this the DELL thread. The reason I did this here are: 1) I love my fellow DELL buddies the need to see this too if they haven't already, 2) Broadband and wireless communication is going to change the hightech industry in so many ways, that I feel we are in the mist of switching from a hightech market that was PC centric to one that is dominated by broadband and wireless communication. From semiconductors, to software you name it, there is a change in the wind. This is why I own the stocks I own.
Greg-->AOL, RNWK, ATHM, QCOM, LU, CSC0, DELL, RMBS
Only DELL and RMBS are the odd men out, but I feel both are worth holding. Although, RMBS RDAMS are going to find their way in this new hightech market. |
