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

To: Wyätt Gwyön who wrote (110607)	1/9/2002 5:48:13 PM
From: H. Bradley Toland, Jr.	Read Replies (1) \| Respond to of 152472

That's simple. Just take a look at the youth in Korea. And what they're demanding. So, if you are a carrier, better to have a system in place that can provide data at a substantial discount to the competition. regards, bt

To: Wyätt Gwyön who wrote (110607)	1/9/2002 8:44:06 PM
From: limtex	Respond to of 152472

MM - I thought that the ycouldn't install broadband fast enough. It is the local phone companies that do not want to provide T1s to households for $40 per month when they get $1,000 per month from businesses. I think we have to forget about handsets as a concept and start thinking what hardware will adequately service the sfotware and services that can be provided by mobile broadband. So for instance I see no reason why I shouldn't just sit back and put my lcd goggles on and watch a piece of video in stereo vision from Khandahar while my goggles are connected to my 'receiver' using Blue Tooth. I wouldn't as such have a handset. This are new grounds and we will get the devices in the stores although this may take two years my guess. Wait till Sony wakes up to this. Meantime thre is clearly a shrinking of the whole wireless sector and P/Es and estimates are going to probably be cut in half in fits and starts over the next year. Got nothing to do with Q being a company with fantastic and epoch making technology just means that growth probably starts when the stock bottoms. My guess $28-$35 is a good trading range provided they can keep up some form of growth. $1 eps at a P/E of 30 with little growth wouldn't be out of line. How all this could have happened for the 2nd straight year in a row right under our noses just beats me. How this stock can crash 20% in a month when the NAZ is at post 9-11 highs is a total mystery. But there you are and one thing one learns about this stock is that it is relentlessly working its way down month after miserable month. Best, L