Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: ggamer who wrote (19141)	3/1/2000 12:26:00 PM
From: Zirdu	Read Replies (2) \| Respond to of 54805

Re: QCOM Just noticed that JDSU is approaching market cap of QCOM. This got me to thinking that either QCOM is undervalued, or JDSU is overvalued here. (I own both, though a lot more QCOM)

To: ggamer who wrote (19141)	3/1/2000 2:34:00 PM
From: Len	Respond to of 54805

GGamer, I was happy to see your message regarding QCOM. I swear (honest!) I am a GGamer but with the market continuing to spike up and with QCOM really struggling it is getting disconcerting. I would be intersted in anybody's reasonably intellegent thoughts on what's up with QCOM. I know the minute I try to time things and divert some funds temporarily it will turn hot. Wouls anybody else ne so kind..... Len

To: ggamer who wrote (19141)	3/1/2000 5:18:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

ggamer, I'm not going to take the time to give a summary of Q as you requested because that might be tantamount to beating a dead horse. I will, however, respond to specific points that concern you. On one hand we are getting lots of good news about the future of the CDMA technology. I've never invested in a stock in which I've seen so much relevant news as Q's news appearing almost on a daily basis. But we are also getting signals that China might be a tough place to do business It was only until very, very recently that anyone was seriously building China into the current models. That was at management's advice. We've always known China is an extraordinarily difficult place to do business. Qualcomm will greatly benefit from China but has plenty of other opportunities to profitably leverage elsewhere in the world. you have not been happy with the latest CDMA user growth, If I wrote that I was unhappy with the latest CDMA growth, I was wrong to do so. I believe I wrote that the growth did not measure up to my expectations, resulting in a disappointment. Not being happy with the latest CDMA growth -- and remember that we're only talking about one quarter of a life-time of quarters -- would be like saying I wasn't happy with one scoop of the best chocolate ice cream on the planet when I was hoping for two scoops. and MOT making headlines of a CDMA technology double the speeds of HDR. As has been posted ad nauseum, let's see it demonstrated to the world in a practical, economically feasible version. And let's see them use their version without using it in conjunction with royalty-bearing Qualcomm technologies. Until then, it's no more than any other potential threat of which there will always be many. --Mike Buckley