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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: J.B.C. who wrote (49757)	8/22/2000 4:19:15 PM
From: wlheatmoon	Read Replies (2) \| Respond to of 63513

2) it's price is analogous to knowing about MSFT licensing arrangement prior to the 1st PC being sold, what a great deal! i don't think there're any secrets about qcom of which the street is unaware. qcom's leadership in wireless technology is known, but the street is a nonbeliever. believing that qcom holds the same sweet spot as msft may or may not be justified, only time will tell. having the best technology doesn't always translate into the best company. aapl had a better operating system than msft, but didn't execute. i am not short or long qcom, but i think too many people have gotten too religious about this one. best of luck.