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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (47751)	11/3/1999 7:42:00 PM
From: Voltaire	Respond to of 152472

Great, thanks v.

To: Boplicity who wrote (47751)	11/3/1999 8:04:00 PM
From: cfoe	Read Replies (1) \| Respond to of 152472

Just want to ditto your assessment. HDR is the big game. It puts QCOM into broadband and the (at least for now) even higher multiples those stocks are seeing. I believe in the July conference call Dr. IJ said that data and HDR are the future and they need to move on it fast. He also made a comment in yesterday's call that he expected SPs to upgrade to data capable base chip. It sounded like him creating demand with supply. Reports out of SD next week on results of the HDR demo should be telling.