Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Wyätt Gwyön who wrote (125759)	11/30/2002 7:49:51 AM
From: John Carragher	Read Replies (1) \| Respond to of 152472

Barron's missed the run up on their prior advice... like where they say they still maintain their sell. g

To: Wyätt Gwyön who wrote (125759)	11/30/2002 4:24:27 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 152472

BARRON'S sell rating on QCOM is one of the best buy signals I know of. They've been consistently wrong over about 7 years. If you look at what they recommend in the article, you'll see that BARRON'S apparently ignores the difference in profit margins between companies in the commodity business, contrasted with companies that have considerable intellectual property. This, I think, is their key mistake when it comes to QCOM. They simply don't see that as more service providers move to 3G, the stuff inside the plastic cases will include a QCOM chip, or QCOM will get royalties from most every handset sold. I am very grateful to BARRON'S for making it possible for at least a little while longer to buy QCOM at bargain prices. Art