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

To: Jim Mullens who wrote (125917)	12/7/2002 10:54:28 AM
From: Jon Koplik	Read Replies (1) \| Respond to of 152472

Re : "hueyone" now doing the John S. routine (trying to "make hay" over Qualcomm's shareholder equity not being "sky-high" yet) -- Maybe John S. has two separate registrations with Silicon Investor. If some entity like a hedge fund were short Qualcomm shares, an extra $125 (the fee for SI membership, the last time I looked) for an additional "basher" I.D. ... Would be no big deal. Jon.

To: Jim Mullens who wrote (125917)	12/9/2002 10:15:34 AM
From: hueyone	Respond to of 152472

For a significant period of time Qualcomm virtually had to “do it all” (design/develop/manufacture/test/market- infrastructure, chipsets, handsets, software, etc) almost single handedly to bring CDMA into the commercial marketplace. Qualcomm had to invest in several carriers and start-ups in order to promote world wide traction of CDMA. Good points. No doubt it is extremely impressive that Qualcomm has come as far as they have while fighting many established interests. In some sense though, Qualcomm has been lucky that they have been working to bring their long term vision to fruition during an extended time period in history when investors and shareholders are so willing to forego great, economic performance in the here and now for a belief in a greater, long term story. More specifically, there will come a time that companies will no longer be able to pass stock option expense off as "free" and easily attracting capital over a long period as Qualcomm has done will be more difficult in the future. IMO, Huey