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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: foundation who wrote (11049)	5/29/2001 7:55:28 AM
From: John Carragher	Read Replies (1) \| Respond to of 196662

transamerica equity fund manager. wsj The Van Harte funds are currently about 23% to 24% invested in technology, a percentage that the fund manager doesn't expect to increase much over the next year. However, he is very bullish on the wireless industry. For example, he likes Qualcomm Inc. because the company owns patents to the wireless technology known as co-division multiple access, which he thinks is superior to rival technologies. Qualcomm is the seventh-largest holding of Mr. Van Harte's funds, at 4.4%. "I think wireless is just beginning; it will explode into all sorts of areas -- laptops, PDAs [personal digital assistants], phones," he said.