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To: techreports who wrote (47648)	10/8/2001 12:33:52 AM
From: Mike Buckley	Respond to of 54805

techreports, So should we compare Qualcomm to Microsoft? Intel? Cisco? Oracle? I think a good place to start is comparing Q to Softie and Intel of an earlier era. The basis of my thinking is that Q management has mentioned a couple of times that they are positioning the company to be the Microsoft and Intel of the wireless world. Such a comparison might be a good test of management's effectiveness. As for valuation, I don't think there are any companies that we can say, "Since Company ABC is so much like Qualcomm, that's the comparison for valuation purposes that should be made." --Mike Buckley