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

To: samim anbarcioglu who wrote (103644)	9/3/2001 9:12:08 PM
From: Stock Farmer	Read Replies (1) \| Respond to of 152472

Sam, all good points. These are the kinds of specifics that need to be articulated against the difficult position that Q! is in. But the key words are "is in". And your perspective is close in. But Q!'s share price depends on a lot of time between now and then, which timeframe is indeed longer than the lifespan of a patent. Which means that if Q's price depends on getting revenue from its CDMA patents, well, Q! is in trouble. So one must then look beyond the current situation at the kinds of forces that make up the system and try to project how they will manifest themselves. One could argue a whole host of interesting points as to how Q's relationship to the planet and against these forces will be sustainable. There is a simpler explanation which says that the forces will win in the long term like they usually do, and that Q will be a successful company but it will not attract some 45B$ worth of economic gain from its CDMA patents. Certainly not if it's only getting $1B/year at the moment. I acknowledge the possibility that there is a possibility that the complex solution materializes. But I also discount the risk as not insignificant. Which makes it hard for me to buy Q at these prices. Which is all I'm talking about. That, and I have found jousting with Maurice has proven to be fun and I have always learned something from it. John.