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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Deeber who wrote (48281)	12/30/1999 1:00:00 AM
From: truthcommission	Read Replies (1) \| Respond to of 122087

Why oh why would you short a stock like QCOM when there are stocks like USAB and TIER out there.

To: Deeber who wrote (48281)	12/30/1999 1:16:00 AM
From: r.edwards	Respond to of 122087

. Incremental improvements over CDMA technology will not unseat CDMA as a world standard. It's going to have to be revolutionary. Therefore, I feel that QCOM is still a hot prospect for several elemental reasons: 1) In addition to the growing business with existing customers and markets, there is probably equal or more from new business in Western Europe and China. Remember, the issue here is no longer whether CDMA can take market share from GSM/TDMA systems, the industry is compelled to switch to CDMA because is serves more customers with a better technology... especially the absolutely, essential data connectivity for wireless access to the Internet. 2) HDR technology allows CDMA carriers to effectively compete with high speed Internet access from cable companies and digital subscriber line (DSL) providers. Some estimates indicate that more than half of the population in the U.S. is outside the practical service areas of those systems which focus on major metropolitan areas. This technology has the possibility of allowing a customer to use the same wireless carrier to provide telephone and very high speed Internet access with a fixed antenna in the home or office, as well as mobile access in a local or roaming to a compatible service area. Again, this is using technology that is added to existing and operational 2G digital carrier's systems. even before 3G systems 3) After selling off the handset manufacturing division, QCOM will be mostly out of the capitally-intensive manufacturing business. That leaves them with the high profit margin businesses of royalty income from CDMA intellectual property rights (IPR), "service income" from a world-wide dominant position with satellite-based vehicle tracking and monitoring division called OmniTracs and operating and collecting part of the income from the GlobalStar satellite-phone system. 4) Underlying the future of QCOM's continued success are explosive growth of the combined wireless and Internet industries and highly profitable service, transactional and royalty income. If the argument I set forth holds water and if the positive story continues to unfold according to plan, then my conclusion is that QCOM's success story has just gotten started in 1999. We may well be closer to the beginning that to the end.Spend 20 minutes at this link on Q's HDR netcastinc.com DYNAMIICS GROWING FOR Massive UP UPSIDE 1 SPLIT 2 CDMA China 3 MM taking last opt to cover& position!!!!! >>>>>>>> Qcom will make approximately $5.00 EPS in this current FY, which would put qcom at 93PE of FY00 Earnings (based on 80 to 90 mil new cdma subcriber units sold) NOK earnings this year - ? NOK would need to generate $2.15 EPS or a 73% increase during the same period to have a similar 93 pe. I am not knocking NOK as they are a world class mfg of handsets, Q's operating margins will be substantially higher than NOK's. Within the next few years (it is my opinion) that we will see 200 to 300 million new cdma subscriber units sold on an annual basis. Q's future earnings will grow with cdma growth. $12.00 to $15.00 eps ($2.4 to $3 billion in earnings) is within reach for qcom over the next 3 to 4 years.