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

To: Andrew N. Cothran who wrote (121038)	6/26/2002 10:59:05 PM
From: Stock Farmer	Respond to of 152472

yea, not jabbing at you as being wed. Just pointing out that citing a position LTBH QCOM+CC as being a great investment strategy puts stretch marks on the skin of credibility. The future belongs to QCOM/CDMA. Let's agree this is true. The very next question that might spring to mind is "for how long, and by how much". At proximally $30 a share the answers need to be "30 years" and "entirely". Or thereabouts. Not a lot of room for risk, IMHO. I think that smart investors are just now waking up to the real facts regarding QCOM Or is it that smart investors are those who slept through the last 4 years? Put it differently. Take a 10% return. Take $18 and invest for 4 years and a few months. You get $27. Glance at a price chart of QCOM. Substantially all of QCOM's real value appreciation happened before April 1998. And I think that Maurice Winn expresses a great deal of wisdom in his funny way. Me too. Although we may disagree about which bits would attract the label 'wisdom' <ggg>. So who give a damn about Europe/GSM/Nokia? Those who have undepreciated assets devoted to this technology? Like, maybe, 80% of Qualcomm's target market? There's something to be said about inferior technology once it gets entrenched into a larger value chain. Windows OS, for example. John