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

To: Win-Lose-Draw who wrote (81097)	9/21/2000 8:19:15 PM
From: Keith Feral	Respond to of 152472

Voltaire is the best when it comes to rationalizing these extraordinary market events. Ironically, the revenue shortfall for pc chips is coming out of Europe, the hotbed of wireless telecom. Since euro already has a much wider acceptance of wireless telecom vs. wired technology (pc), it may not be a surprise to see shipments in euro suffer. I think I may give up beating up on Nokia. There's nothing left to squeeze. Korea and Japan are going to destroy Nokia in the handset market - period. I think there is a lot more excitement to the wireless telcom story vs. the wired pc story. CDMA ASICS for universal mobility vs. INTC pentiums to sit on your desk at home. CDMA ASICS can link you to the internet in 2 seconds with Quick Net Connect and transfer data at 2 Mbps. The pentium can turn on your computer in 2 minutes as you foam at the mouth waiting to see where your stock is at before the market opens. Oh, the pentium doesn't even connect you to the internet, that's another 3 minute wait for your modem to train itself with the net. Currently, you can only transfer data at 56 kbps. The pc platform is a complete joke. The only thing that the wireless telecomm guys need to do is to demand the same price for their value added products that people are paying for wintel products. The pc industry has not created any value since they included a dial up modem for the internet. Now that QCOm is offering Eudora software that includes email and web browsers, what happens to Microsoft Explorer or America On Line. Will people continue to pay $20 a month when they can get IT for free. IT is the universal Eudora homepage that gives personal email, web browser, video & audio on demand, gps mapping requests, & anything else the mind can imagine. My only comment is that QCOM is not charging nearly enough for their breakthroughs in every aspect of technology. Maurice openly shares this opinion about QCOM not getting it's fair share. Fortunately, PCS, Bell Canada, Vodaphone, Verizon, DDI, SKT have only a short time left to put the new internet devices into the hands of the public. They will get more of the fair share than they have been getting so far. The next run in QCOM's share price will be the real deal. The buildup in revenues from royalties and ASICS is a mathmatical certainty.