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

To: the_rich_janitor who wrote (125220)	11/8/2002 2:11:19 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

TRJ, I'm not interested enough to tot up a scoreboard and that would be futile anyway. My point is just that Tero, like many other intelligent critics, has valid points of view and information which I like to take into account. GG [Geoff Goodfellow - who disappeared from SI during the floods in Prague] being another. Jay Chen, a wild and crazy doomster from Hong Kong being another. Many others too. Where is the wideband? Well, QUALCOMM seems to have some W-CDMA ASICs getting warm, so I believe it's moving beyond the VW-40 stage [VapourWear]. There's also Time Domain's super wideband becoming a possibility. It's ironic that the VW-40 which was designed to prolong GSM's reign and cut out QUALCOMM is being brought to life by QUALCOMM. I still don't understand why anyone wants W-CDMA instead of cdma2000 in the GSM1x form, but I suppose there's some reason. I've asked and asked but there seem to be no technical merits giving W-CDMA an advantage and no economic merits either. I quite honestly can't find any benefit over cdma2000. Thanks for your commentaries from time to time which I await with interest. Mqurice

To: the_rich_janitor who wrote (125220)	11/8/2002 3:09:49 PM
From: Wyätt Gwyön	Respond to of 152472

I was wrong about earnings growth for QCOM and price targets, but I never mislead anyone about the technical, legal, acceptance and growth of CDMA and 3G. hi TRJ, yes i remember your price targets back on Yahoo. people can be forgiven for their 1999/2000 price targets the way politicians of a certain age can be forgiven for their group orgies back in the 60s and 70s. everybody became part of the mania, and if you didn't become part, you didn't have much fun. but can you explain to me how you could have been wrong about QCOM earnings growth but be right about "acceptance and growth of CDMA and 3G"? because if what you say is correct, then it implies that QCOM earnings growth is not closely tied to the success of CDMA and 3G (unless your earnings targets were predicated on the success of Globaldud).