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

To: A.L. Reagan who wrote (72974)	6/1/2000 1:43:00 AM
From: The Verve	Read Replies (1) \| Respond to of 152472

AL, Geez, you sure sound bearish. Are you still in Q or are you contemplating packing up and movin on to greener pastures? I have a lot of respect for the way you've been questioning Q's model WITHOUT the inflammatory and sarcastic jabs that appears to have taken over some of the posts lately. WCDMA ASIC marketshare has concerned me a little, but I honestly feel Q will do fine. Q has the worlds brightest CDMA engineers who KNOW CDMA inside and out. Having a knowledge base of 10 years plus in CDMA is a tremendous asset. Besides, I have a sneaky suspicion that Dr. J is speaking the truth that promises of WCDMA delivery soon are 'optimistic' and that the phones tend to run 'hot'. I don't doubt him. So all the speculation re: NORDIC WCDMA domination is well...speculation. Why waste CPU cycles on something we really know nothing about till we get closer to delivery? (If it ever gets delivered) To me, it seems the real risk in Q is a scenario which major CDMA adoption gets s-t-r-e-t-c-h-e-d well into the future. Where people don't start putting networks together until 2005 or 2007 or something...that would slow earnings growth and certainly impact the stock. Everything else seems rather rosy...and I'm pretty confident I'm not deluding myself. :o) Are you gonna stick around to see what happens? Verve