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

To: waverider who wrote (122284)	7/26/2002 9:53:41 AM
From: qveauriche	Read Replies (1) \| Respond to of 152472

All good points wave. And it was that passion that foolishly led me to hang on when the stock was at 200,150,100,80,50,etc. But that passion was borne out of technological validation over time against what doubters described as impossible odds. If I can ignore the way we arrived at the current price, and just focus on the fact that I bought at 6 in early '96 and that we are now at 27, thats not such a bad investment. If I add to that the state of CDMA today compared to '96, it gets almost exciting. But you are right to remind me of my tendency to get carried away, as my posts since last night indicate. I think its just a carthartic release after so much negativity for so long. Let me enjoy it. I'll settle back down. I promise.

To: waverider who wrote (122284)	7/26/2002 9:59:39 AM
From: carranza2	Read Replies (1) \| Respond to of 152472

While qv wrote a very nice bit of prose, don't think for a minute that Q longs have lost sight of the fact that the technological issues point inexorably towards Q's continued growth and profitability. Why? Spectral efficiency and technological maturity. While the Cabal fiddles and tweaks GPRS, EDGE and UMTS, 1x is cheaper, real, and available now. Moreover, it provides spectral efficiencies that would make it a formidable competitor even if the Cabal had its technologies performing optimally. The Japanese and Korean experiences have been stellar while Q's competitors cannot get anything right. If carriers continue on the primrose path laid out for them by the Cabal, they will suffer. We saw a taste of their future yesterday in Quam's demise. There will be more. At one point, I was pessimistic about Q's chances against UMTS. Now I'm not so sure my pessimism was justified. Even if it is, Q will do extremely well with its own technology.