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

To: limtex who wrote (128794)	5/8/2003 12:56:21 PM
From: mozek	Read Replies (2) \| Respond to of 152472

Limtex or anyone, "Even stocks like INTC have held up so far so has MSFT. THere is something not right about the way Q keeps collapsing. But it does so who is going to bother to fight it. I agree with you, and as a holder of a significant number of shares, I'm starting to question my belief in the company's future based on what seems to be irrational pessimism. Perhaps, I have missed some very important issues that justify such a drop in share price. If anyone could help me with their perspective on the following questions, I'd appreciate it: 1) When do the essential patents that ensure QCOM's royalty stream on CDMA expire? I believe that some expire in 2007, what about all of the key patents? 2) Does anyone know if there are bluetooth + CDMA handsets on the way? I have friends in Europe who use their bluetooth handsets to access the Internet even at home by connecting through their cell phone. A bluetooth CDMA phone could provide added incentive for people to subscribe to CDMA data services. 3) Any thoughts on when we will actually see rates faster than 60-80kbps and 144kbps burst with 3G? Will we? I'm really reconsidering my investment at this point, and would appreciate all responses, positive or negative. Thanks, Mike

To: limtex who wrote (128794)	5/8/2003 2:14:29 PM
From: waitwatchwander	Respond to of 152472

So, who's the crook and who's the fool? The folks who make the market, the folks who develop the market, the folks who participate in the market or is it just the capitalistic way? Your point is well taken. I am reminded of comments I recently read regarding values in an electronically interconnected global village. Those were related to TV culture but also seems quite appropriate for investment culture. The premise was that reality and the perception of realty get separated by continual media pounding. In media, all that matters is what sells and what sells is speed and instant gratification. In the words of another, "In a TV culture what ones believes to be true is often more important that what is actually true when it comes to understanding and predicting human actions." Hasn't the investment industry been operating on this premise since day one. Although, tenure doesn't make it right, and, as the last few years have shown us, such games can have mighty devastating outcomes. Perhaps, the wireless generation will see things differently, but that might be somewhat of a stretch. Too much said. Trevor {eom}