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

To: Art Bechhoefer who wrote (130279)	7/23/2003 11:00:17 AM
From: Elroy	Read Replies (1) \| Respond to of 152472

Well enough of this. Originally you said: The main difference is that demand for cell phones worldwide is growing at roughly three to four times the demand for the products made by Lexmark. Now you say: If you look at estimated total subscribers for the world cell phone market, the growth rate doesn't look much different from the growth rate for unit sales of printers/scanners. So I am going to conclude that you have a split personality, and just await the results tonight..... Elroy

To: Art Bechhoefer who wrote (130279)	7/23/2003 11:58:07 AM
From: limtex	Read Replies (2) \| Respond to of 152472

Art- The wireless industry is effectively ex-growth. The dream of 1x and ev-do ever driving the stock back above $40 is imho over. Yes they will carry on doing very well in unit sales but prices are going to fall from now until the cows come home. Thats life they just took too long to get it going and now a really cheap competitive technology has come along and it will not finish the cellular industry off but it will eats most of its data lunch and a good bit of tis voice lunch sooner or later. That hasn't been lost on investors and that why the stock just doesn't go anywhere now for over three and a half years. Maybe it will spike up again for a couple of months at some stage in the future but it can just as likely spike down Whats the point where is the upside? Best, L b