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

To: Mike Torrence who wrote (117663)	4/30/2002 11:12:48 AM
From: H. Bradley Toland, Jr.	Respond to of 152472

William, it's not the europeans fault--this time! What's so special about the Q is that their technology is disruptive. Disruptive technologies just don't come along every day. It's very difficult for some, perhaps most, people to accept or acknowledge--until it has completely taken over older technology. At which time, everybody knew it was going to happen all along. As for Chojiro's comment about lack of earnings, I wonder what financials he has been looking at. The Q this quarter had about 350 million in free cash flow--adding back discretionary investements, 160 million without. We figure that they are running about a 1.5 billion pace on a rolling basis that will likely double over the next three years. That's real money Chojiro. And they aren't paying taxes on it either. regards, bt ps: those who ignore the technology, like nokia, are likely going to ahve real problems.