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


To: kech who wrote (103374)8/30/2001 12:39:08 AM
From: Maurice Winn  Read Replies (2) | Respond to of 152472
 
Tom, I have been patiently waiting while QUALCOMM's market capitalisation increases relative to Motorola's, Ericsson's, Nokia's, Nortel's, Lucent's, etc.

Nokia is one of the few telecom companies with a greater market capitalisation. QUALCOMM used to be scoffed at as a minnow amongst sharks. But QUALCOMM seems to been getting bigger and the others smaller [if only relatively lately].

I am waiting for the day that QUALCOMM is bigger in market capitalisation than all the infrastructure and handset makers and all the service providers too. They are already bigger than all but the biggest. NTT, Nokia, Vodafone are still bigger... but dwindling. I haven't checked for a little while just where they all stand.

People used to imply that QUALCOMM would be squashed like a bug [or swallowed like a minnow].

"Mighty Q!" is more than an idle boast now.

CDMA is apparently selling like hot cakes here. I don't have good data on that - just anecdotal comments. But a crucial market test was teenage and young person reaction to the Samsung phone. It's a hot product! I have no idea what makes it cool, but it appears to be cool [in a hot sense].

Mqurice