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

To: Cooters who wrote (6851)	2/24/2000 9:00:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 13582

Cooters: Again what is fascinating about the Business Week article is the lengths it goes to trash the Q. But this is consistent with its stand from long before, during, and now after, the "holy wars" with Europe. Wonder if McGraw Hill is just Eurocentric or simply (not so closet) socialist. The bias is there for all who know anything about the facts. Of course, Dow Jones has been the tweedledum to the McGraw Hill tweedledee in Q bashing in all its publications from the Asian Wall St Journal (viz. the story on China), the Wall Street Journal, Barrons (hardly a surprise since Barrons hates any successful young company) and the Dow Jones Wire Service. The question is what did Qualcomm do to deserve being in the East Coast Establishment dog house. Is it just that the Q is seen as a west coast upstart whose people don't dress in three piece suits or what? Does anyone here see what I see, or am I just imagining? Comments appreciated. Best. Chaz

To: Cooters who wrote (6851)	2/24/2000 9:30:00 PM
From: the_rich_janitor	Respond to of 13582

I want to point out all the inaccuracies in this article. I want to spend an hour creating a post that will show how ridiculous this article is. I want to compare the industry knowledge of this journalist to that of Cramer and Snyder, but I think I will go home and mentally prepare a response first (And eat dinner). All I will say at this point is that as angry as I get when trash like this hits the laps of laymen, the reality is that understanding the truth allows us the opportunity to continue accumulating this stock while the morons continue to take short cuts in understanding QCOM and CDMA. The most interesting sentence in this article is the last: "Analyst Gregory S. Geiling of J.P. Morgan & Co. says the company's investors are shifting their focus to earnings from momentum. In other words, the company is making the transition from myth to reality." Was the 20% quarterly EPS growth in each of the last 5 quarters a myth? All this means is that we get ours cheap. If you are a TRUE long, you have already won and continue to win everytime you add to your position. BTW, how many times does Snyder have to be wrong before people stop using him as a 'source'? In fact, what would happen if for once, Snyder was actually right? Can someone show me one, just one, correct analysis in the wireless industry that Snyder has supported? Just one will do. Simply amazing. If I were writing an article on postwar Germany, I wouldn't interview Eskimos in Alaska.

To: Cooters who wrote (6851)	2/24/2000 9:59:00 PM
From: Kayaker	Read Replies (4) \| Respond to of 13582

First, some question whether there will be anything like 3 billion wireless phones and other devices sold in 2010. After all, that would mean nearly one phone or handheld sold that year for every two people in the world. To put that in context, mobile-phone sales totaled 222 million in 1999, and only 40 million were based on CDMA, Micrologic Research says. The research firm predicts that total sales will reach only 508 million in 2004, quite a ways short of 3 billion. Yes, 508 million is "quite a ways short of 3 billion". But then, 2004 is quite a ways short of 2010. Not to mention that the current world population is 6 billion. It's expected to be 6.83 billion in 2010. Am looking forward to TRJ apres-dinner post. census.gov

To: Cooters who wrote (6851)	2/25/2000 12:16:00 AM
From: Jon Koplik	Respond to of 13582

I'll add my *&%#$@! to the analysis of the Business Week piece ... Re : some question whether there will be anything like 3 billion wireless phones and other devices sold in 2010. After all, that would mean nearly one phone or handheld sold that year for every two people in the world. Attention stupid shits -- ever heard of : HDR in every laptop computer ? ASIC chip based communication device in every car ? Bluetooth devices all over the house ? I think this may get us up to 0.5 CDMA devices per person. Jon. 12:22 update -- I guess I should have said ALL computers. I would like fast Internet access on any computer.