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

To: Stock Farmer who wrote (114071)	2/22/2002 4:22:49 PM
From: arun gera	Read Replies (2) \| Respond to of 152472

>Have you read the book "Big Blues"? I believe it was published in 1993. Close enough to your 1990.> After the fact. Not relevant. Hindsight is 20-20. How many US analysts in 1990 predicted that Infosys, an Indian comapny, could have a market cap of $8 billion (down from $45 billion). And up from an approximate market cap of $0.5 billion in 1997 on the Indian market. (and with approximate revenue of about $1 million in 1990). Arun

To: Stock Farmer who wrote (114071)	2/22/2002 4:27:27 PM
From: arun gera	Read Replies (1) \| Respond to of 152472

>As to looking into the future with perfect prescience? No, none of us can do that.> Then stop wasting time on Technology boards. Find a mature industry that you can model. An important aspect of technology investing is knowing what is possible with the technology. That understanding brings about "the edge" to profit from.

To: Stock Farmer who wrote (114071)	2/22/2002 4:30:51 PM
From: sea_biscuit	Respond to of 152472

Ask the person on the street in the US: do you prefer CDMA or TDMA or GSM? And the vast majority will wish you had asked a different question. Precisely. Who cares, as long as it works? But ask the person on the street if they want Hershey's or some nameless store-brand chocolate, even if the former is 20% more expensive, and you darn well know what their answer will be! QSAND fans are thinking that it is a franchise like Hershey. They will discover the bitter truth somewhere along the road.

To: Stock Farmer who wrote (114071)	2/22/2002 4:38:54 PM
From: arun gera	Respond to of 152472

>And, as an aside, CDMA does not have that same attribute. Ask the person on the street in the US: do you prefer CDMA or TDMA or GSM? And the vast majority will wish you had asked a different question. Except in Europe. Where the answer is obvious. Therein lies a hint of the future, or Qualcomm's requisite strategic gap to close IMHO. Because the customer is always right.> Qualcomm's customers are technology companies and carriers first. And in 1996, the question was - Qualcomm's carrier customers (Sprint, Primeco, Airtouch, GTE, S. Koreans)have signed on for CDMA on their spectrum licenses, will Qualcomm deliver? Will Qualcomm's technology work? And when early investors saw that the technology was working in S. Korea, we bought. Subscribers went from 1 million to 100 million. So technology watchers had an edge. Arun