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

To: cfoe who wrote (78462)	8/7/2000 9:16:18 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 152472

"Why does this never get mentioned by these "investment experts"?" Most investment "experts" are trained in finance and accounting and do not understand technology issues. Those few who do have academic training in the sciences and who bother to read up on developments in wireless communication are decidedly in the minority. A second issue that permeates much of the so-called analysis in telecommunications is bias among analysts for larger companies. When choosing between a smaller, newer company with a "disturbing" technology, vs. an older, more well known, well established company that dominates an industry, the typical analyst believes bigger is better, or at least safer and makes the choice accordingly. Because of these two factors that characterize the type of analysis done by or for portfolio managers, it is going to take some time before the people whose decisions really influence stock prices understand that QUALCOMM is to the current era what RCA was during the 1920's to 1950's -- the company with most of the relevant patents in its field. Irwin Jacobs and Andrew Viterbi are every bit, if not more than the equal of David Sarnoff, who built RCA into the greatest developer and holder of AM radio patents, and later many TV patents as well. Just as RCA dominated radio and TV through its patents, so will QUALCOMM remain the leader in wireless communications of the 21st Century.

To: cfoe who wrote (78462)	8/8/2000 12:04:30 PM
From: S100	Read Replies (1) \| Respond to of 152472

Chinese mobile phones breaking into home market Aug 8 2000 10:17AM Homeway Shanghai's mobile phone market reported that the market share of domestic mobile phones has increased from 1-2% in the past to 10%. The figure is expected to climb to 15% by the end of the year, Xinhua News Agency reported. A recent survey conducted by a research firm in 30 cities showed that 41% of respondents were willing to buy domestic mobile phones. Statistics showed that in the first three months of the year there were 800,000 mobile phones manufactured by ten designated Chinese enterprises. All their mobile phones were almost sold out. These phones will account for half of the domestic market share in the next three to five years, said President of the Eastern Communications Co. Ltd Shi Jixing in a recent interview with Xinhua. (photo: Motorola GC87, manufactured by Eastern Communications) Insiders predict that the number of Chinese mobile phone users will increase by 28 million this year, 10 million more than last year. Five million of them will buy domestic mobile phones. Copyright © 2000 Beijing Homeway Info.Media Ltd. All Rights Reserved. chinaweb.com