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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: llwk7051@aol.com who wrote (3184)	11/12/1999 8:59:00 PM
From: jhg_in_kc	Read Replies (2) \| Respond to of 13582

Nice summary. I understood and agree with all your points except 7.<Gstrf becomes hugely profitable and opens entirely new markets> I am new to Q. What is Gstrf and what new markets do yo;u refer to? thanks

To: llwk7051@aol.com who wrote (3184)	11/13/1999 3:44:00 AM
From: cfoe	Read Replies (1) \| Respond to of 13582

I believe the notes I will post tomorrrow from the Gilder/Christensen Disruptive Innovation conference about Qualcomm will lend support to some of what you say. Enough to justify your the stock being at these prices. Till the morrow!

To: llwk7051@aol.com who wrote (3184)	11/13/1999 1:11:00 PM
From: puzzlecraft	Respond to of 13582

llek7051 "3. Cdma becomes method of choice to connect to internet beats cable, landline phones, etc. in ease of use." HDR, while a "disruptive" technological development, will not, IMO displace cable or ADSL, rather compliment those technologies. Rapid fiber tech developments promise to deliver very high speeds going forward, the very long term picture is a dense development of gigabit/terabit fiber to homes with muti-megabit micro gateways in the home and businesses to enable small area mobility. Even a dedicated HDR connection cannot keep up with that. IMO, recent announcements by LU, CSCO, etc. confirm this scenario, and could even scuttle the economics of the Teledesics of the world. As for large area mobility, CDMA/HDR has a multi-year viability window just about everywhere including the U.S.A., and IMO this is partially what the explosion in QCOM's price is all about, as HDR is not on the horizon for TDMA / GSM air interfaces. The CDMA/HDR window will be open for a very long time in less developed areas of the world as in most places fiber is not a near term or even intermediate term option. John