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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?


To: CRay33 who wrote (11121)7/9/2000 5:08:00 PM
From: Ponderosa  Respond to of 24042
 
OT... Like you, JDSU is my largest holding just now. However, the QCOM situation is mighty appealing to me. I agree with your post... the FUD beat goes on...

Seems simple to me; QCOM gets paid no matter what, (i.e., same IP royalties whether WCDMA and/or CDMA2000).
Not only that, QCOM gets to make the chipsets too...

Anyway, for those interested, these two links to other posts this weekend are worth the time to look at ...

Bloomberg interview with Irwin Jacobs:
bloomberg.com

Raging bull post:
ragingbull.altavista.com

As for me, FWIW, I'm FUDup & buying some QCOM in here too.
Cheers