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

To: Skeeter Bug who wrote (130067)	7/9/2003 4:36:27 PM
From: Maurice Winn	Read Replies (3) \| Respond to of 152472

You're welcome. So, did I convince you to nab some QCOM under $40? It might never again be so cheap. These curves cdg.org are not going to slow down. They will continue until there are 3 billion people with CDMA devices, or maybe 4 billion. And, those people will have several CDMA devices. And, they'll replace those devices fairly regularly. There will also be CDMA devices supporting them in sneaky places [such as in position location devices, vending machines]. QUALCOMM has a very large scale monopoly with very small scale integrated circuit and software design. Nobody else can produce GSM1x/GSM/W-CDMA/WiFi/Bluetooth/CDMA2000 multimode multiband cyberphone gizzards with gpsOne, radioOne, BREW, Eudora, Globalstar and other stuff on board. Sure, there are similar products for particular functions. But it's that amazing combination which will win the day. As demand doubles, costs don't double. As demand quintuples, costs don't quintuple. Profits zoom up by an order of magnitude. Once the fixed costs and development costs are covered, each dollar drops to the bottom line. It costs nothing to pixelate another copy of software and almost nothing to deliver another ASIC. Intel and Microsoft made world record fortunes from clunky old computers, which had limited applications for nearly everyone. Everyone needs a cyberphone and Google, gpsOne, BREW, Globalstar and all that good stuff. QUALCOMM's prospective customers are 5 billion people who will upgrade or replace their devices every year or three. Yesterday, I bought a Samsung and I love to see the little plastic label "Digital by QUALCOMM" on the back - though I wish it was engraved in the plastic instead of just being a sticker, which will come off at some stage. I've now bought myself 5 cellphones in an 8 year period. So I seem to be averaging one every 18 months. Young people replace their cellphones more frequently - cyberphones will be a major cultural focal point for the under 30s just as cellphones are now. They won't be seen dead with an old clunker. Computers were for geeky nerdsville types and businesses. Cyberphones are for the incrowd and the zeitgeist and businesses and everyone. Not having a cyberphone will be like not having a brain. I mean literally. Cyberphones will literally be part of people's brains in years to come - there will be a seamless connection from a person's brain to Google and cyberspace. I mean wired right in for those who like cochlear implants and nerve transducer outputs. An internal battery, with inductively coupled recharge [or maybe an ethanol fuel cell which could filter fuel out of the bloodstream] would provide the energy. The body piercing culture is training young people for the idea. It's not much more of a step to have a tongue stud, or navel piercing, or ear piercing, be made electronic. A flashing, glow in the dark cyberphone piercing would be quite cool! Mqurice