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

To: A.L. Reagan who wrote (108048)	11/6/2001 6:17:05 PM
From: golfinvestor	Respond to of 152472

<Anyway, this is maybe the wake-up call that QCOM is the Apple Computer of wireless - great technology, wonderful stuff, but it just never gets over the eps hump.> I think your Apple comparison is a bit pre-mature. If I recall correctly, didn't Apple get a head start over the PC in the early computer years. Let's not forget that CDMA has always had to play catch-up to GSM and with 1X, HDR, CDMA2000 Snaptrack, BREW on the horizon the game has just begun. Golf

To: A.L. Reagan who wrote (108048)	11/6/2001 6:38:08 PM
From: Jacob Snyder	Read Replies (2) \| Respond to of 152472

QCOM isn't in danger of becoming the Apple of wireless. The vendor financing may, however, make them the Lucent of wireless, which is a somewhat less ugly comparison. IMO, financing is the core competence of banks, not manufacturing companies. Even banks get it wrong a lot, because it is a very hard thing to do right. Especially during Bubbles and their aftermaths. I've only come across two companies that have succeeded in offering financing, so their customers can buy their products: GE and CMH (a mobile-home builder). I can't think of a single tech company that has a track record of doing it well, and not eventually getting into trouble.