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

To: Sawtooth who wrote (110736)	1/11/2002 12:27:44 PM
From: Ruffian	Read Replies (1) \| Respond to of 152472

lol! Communism!

To: Sawtooth who wrote (110736)	1/11/2002 12:52:11 PM
From: limtex	Respond to of 152472

st - The mode thread is probably the best financial thread on the web and we owe RS for keeping it that way. I consider that the two threads are totally linked with this one being a bit more chatable. Actually I think that was the best article Tero has ever written on the Q. It is actually worth reading. And I'm not sure we would agree with much of what he says. Maybe he has had a vision!!! Best, L

To: Sawtooth who wrote (110736)	1/11/2002 2:52:48 PM
From: Rajala	Respond to of 152472

>Tero's articles, or discussion thereof, are now considered >banned at the moderated thread. I think anyone voluntarily submitting their own free expression to a censorship deserves a filtered outcome. - rajala

To: Sawtooth who wrote (110736)	1/11/2002 3:42:27 PM
From: Keith Feral	Read Replies (1) \| Respond to of 152472

What is the purpose of the moderated thread? I guess it is reserved for reposts of news from the Yahoo news board. How very sad!! It figures the moderated board would vote for silence since there were more than 5 posts there yesterday. Someone must have been annoyed by all the new reading from their QChair (the deluxe air chairs by Herman Miller that were hoarded by former Quillionares). IMO, they are trying to suppress any new investors from recognizing Tero's new hopes for QCOM. They don't want anyone else to have one of their comfy seats. Tero is my new hero since now that he thinks QCOM is going to kick ass. I remember his prediction for QCOM at the beginning of 1999 in his bizarro article (Qualcomm and the CDMA Conundrum). He thought QCOM had something like 10 fold upside (I can't remember the exact projections.) He was the first one to call for the home run during 1999's mega move from $56 to $1400. The upside ended up 30 to 1 by the time the whole thing was finished - I certainly didn't dislike Tero for missing the extra 900 points. In his own strange way, Tero is calling for a nice move for QCOM. I hope that Qualcomm, the GSM cabal, and everyone can get along better now that the GSM cabal is going out to charge royalties for their patents that apply to WCDMA. If Jacobs pulls the bunny out of the hat next week at the GSM Conference and shows evidence of WCDMA chipsets, everyone should be thrilled as royalties start funneling into everyone's pockets and wireless sales can get a reprieve from years of decling ASP's. Soon, everyone is going to realize the global replacement of 3G CDMA handsets for 2g CDMA and 1G GSM handsets is just as good as growth. The analysts may not believe that replacement cycles in wireless will restore growth rates higher. 10% external growth and 20% internal replacement still equals 30% volume growth for wireless chipsets. Who needs growth in the mature markets when you have a 30% annual chipset growth? The stablization of growth in the big markets will be replaced as with growth in emerging markets. For the first time in history, telecom will be affordable in places like China, India, and Russia. They will increase their teledensity rates above 1 or 2% for the first time in history. People like myself lost sight of this obvious transition in 1995 when I thought CSCO had seen the last of it's big growth after the tech drought of 1994. All of a sudden, their sales were going through the roof because of huge service and upgrade contracts with existing customers. Of course, things moved along much better once people started migrating from low value added pc applications like Solitaire and Word Perfect to internet driven applications on their desktops like Prodigy and AOL. The demand for Cisco's products went out of control. Today, people are about to witness the same shift in their voice only handsets. 3G CDMA is not just about adding the Internet to your cell phone. It will become the essential tool for managing your pc, pda, laptop, gps & mapping telematic screen. It will enable you to download video, audio, and data from digital appliances to your home page on the internet. The cell phone will become the ultimate network computer for swapping files and changing climate (stations, volume, channels). In short, it takes a little courage to step up to the plate right now as people are puking out their stock. Mixed analyst reviews reveal nothing but pyschotic mayhem. Concerns about Radio Shack need to be weighed against the proliferation of wireless sales in every kiosk across the United States. Maybe more people are buying their cell phones at Circuit City than Radio Shack - I wouldn't be caught near a Tandy store myself.