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

To: Jacob Snyder who wrote (95922)	3/19/2001 8:57:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 152472

Jacob: Curious. What does .pov stand for? Best. Chaz

To: Jacob Snyder who wrote (95922)	3/20/2001 1:50:35 AM
From: tradeyourstocks	Respond to of 152472

3. because I see no good reason for QCOM to be immune to this general and overwhelming trend. QCOM hasn't warned, and forward consensus EPS estimates haven't come down. QCOM is part of an extremely small group of techs that haven't warned. NTAP, JNPR. Who else? QCOM isn't immune from macroeconomics but it is a special case. Companies (Gorillas) like QCOM that can influence and even control upgrade cycles often do much better than the rest. The upgrade cycle to CDMA2000 has begun and will continue to provide upside to Q's results. Imagine if Q was just like the others in its sector, relying on WCDMA and EDGE for the 3G upgrade cycle. Would you still own Q? I wouldn't and therefore don't own any of Q's competitors. Take a look at MSFT. The PC industry is struggling, right? MSFT doesn't seem to care all that much. They create their own cycles with Windows and Office upgrades. I'm sure they would love to see PC growth accelerate but even if it stops, they can sell new software to all those existing PC users. Unless the economy really tanks and we wont be able to pay our electric bills, I'm sure they'll sell many millions of copies. Q isn't much different. best, MicroE