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

To: Keith Feral who wrote (110383)	1/7/2002 2:54:07 PM
From: Wyätt Gwyön	Read Replies (4) \| Respond to of 152472

i think china is way overhyped. there's only about 200MM people there that can afford a cellphone, and probably at least half have already got one--GSM! it's the biggest national GSM network in the world. the idea that cdma1x is going to take over there is VERY FUNNY.

To: Keith Feral who wrote (110383)	1/7/2002 3:05:35 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 152472

I don't think I need to have you lecture me about justifying the valuations. I am painfully aware of the domestic tie up with 3G CDMA progress oh. does that mean we'll have to wait for them to start making $6.9 BILLION next year? or will it be $7.935 BILLION in two years? or $9.125 BILLION in three years? or $10.5 BILLION in four years? when will they make the magic amount of dollars necessary to expect a 15% return from today? of course, if you only expect a 2% return, then it is probably OK if they just make $1 per share this year in my opinion.