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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: quartersawyer who wrote (25007)	7/27/2002 1:54:38 PM
From: A.L. Reagan	Read Replies (1) \| Respond to of 196425

May I respectfully ask what performance you expected at this point? Something a little more encouraging than the current Globalstaresque pace of 1X rollouts in the USA, which as you know, if you look back a couple of years, was supposed to be last year not this year. Because of the apparent execution difficulties in the value chain, both domestically and in Chiner, per various pieces Eric L. has posted on this thread, I tend to concur with the Matt Hoffman statement: we believe the stock will be range-bound (mid-20s to low 30s) until the 1X launch in the United States demonstrates momentum. We do not think that will happen for at least another quarter. Unpopular as the view may be, I do tend to agree with the analysts who are waving the caution flag; although as a 5-year loyal QCOM shareholder, I hope the end market proves the caution unwarranted. Personally, I have my own doubts as to whether MP3s, digital cameras, and the like will ignite sales in the US. We are just not as gadget crazy as Asians, in general.

To: quartersawyer who wrote (25007)	7/28/2002 2:24:42 PM
From: rf_hombre	Read Replies (1) \| Respond to of 196425

The whiz bang technology is good to the extent that it enables operators to provide better service more efficiently. The FCC did us all a disservice by having 5 or more operators per major trading area. Operators are forced now to cut costs (in order to survive) and the first to suffer are the optimization and maintenance of these networks. We may be paying less for wireless usage but look at the quality of our city networks compared to Asia and Europe.