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

To: Ibexx who wrote (94944)	3/1/2001 1:48:40 PM
From: tradeyourstocks	Respond to of 152472

Ok, now that I've had a chance to add IDCC and Gillette to my wireless portfolio I feel ready to take on this damn market<g>. Thank you mightylakers and Jon for your stock tips<g> My growth question for the wireless market was intended to ask if we've seen the greatest growth rates already or does the future hold even greater possibilities. I believe that wireless handsets are just the beginning and we wont see the growth rate peak until every device that contains information is connected to some network. I'm referring to gas/electric meters on every house, all those vending machines that IJ or RS talked about and many more devices that I'm sure all of you can come up with. Connecting all these devices wont happen over just a year or two but probably more like 10 years. The handset market has often been compared to the PC market and Intel to Qualcomm. The major difference IMO will be the ability of these companies to integrate their devices into other applications. The PC industry has tried with the advent of the network appliance or the computerized fridge, but hasn't succeeded yet. The wireless industry IMO will find that it's only natural to connect a plethora of non-handset type devices via wireless networks. Getting back to the first question of who is best positioned to profit in the growing wireless space, IDCC and Gillette aside, it should be a company that supplies chips and software that can go into handsets and basestations as well as all those non-handset devices. It wont be a handset manufacturer since it wont profit a dime from all those Coke machines or gas meters when the handset market slows. best, microe