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

To: tradeyourstocks who wrote (94916)	3/1/2001 8:58:21 AM
From: Jon Koplik	Read Replies (1) \| Respond to of 152472

Re : "better positioned company in wireless" -- (Warning : "cranky" post coming ....) If you want to consider any company that does not use "wires" as "wireless," -- Here is a recommendation for a company that has no growth at all, but everyone KNOWS it is "great," because Warren Buffett says it is "great." (This is an old post I wrote (post # 32767 on this thread, back in June 1999)) : Message 10194467 Jon. (P.S. I think that the "great" Gillette is STILL cranking out around 0% growth now, too ...)

To: tradeyourstocks who wrote (94916)	3/1/2001 10:20:00 AM
From: waverider	Respond to of 152472

Ain't none. QCOM has the greatest potential of any wireless outfit. Rick

To: tradeyourstocks who wrote (94916)	3/1/2001 10:21:42 AM
From: mightylakers	Respond to of 152472

there is a better positioned company in the wireless space than QCOM IDCC<ggg>

To: tradeyourstocks who wrote (94916)	3/1/2001 10:51:13 AM
From: Cooters	Respond to of 152472

microe. <<I'd like to read some predictions of when will the wireless market peak >> I think your ten years projection is as good a guess as any, but just as PCs are giving way to portable wireless devices, we could see many different iterations of what constitutes a wireless device, extending a peak considerably. From a DCF perspective, 10 years is pretty close to forever already! Also, we have some pretty strong and, more importantly, current evidence that wireless voice and wireless data are rather immune to economic weakness. Specifically, DoCoMo has been able to charge packet data prices normally reserved for short-term narcotics demand(<gg>) during a Japanese depression, while Korean sales appeared to accelerate during their financial collapse. There would be a concern in Europe if economic conditions were sufficiently dire to make empty spectrum more palatable than deploying an expensive new network, but elsewhere the march forward is probably delayed only by technical considerations and not economic ones. Kinda hard to tell from the stock price, eh? Coots

To: tradeyourstocks who wrote (94916)	3/1/2001 11:36:00 AM
From: DaYooper	Read Replies (1) \| Respond to of 152472

I'd like to read some predictions of when will the wireless market peak (in terms of market size in dollars). Not sure I understand. Do you mean when will the rapid growth cycle peak and then we'll simply have nominal growth? Overall growth should never peak. When the rapid growth cycle will peak is hard to predict because we cannot yet even imagine the applications, imo. Ten to twenty years I suppose... maybe... maybe not.