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

To: Clarksterh who wrote (134897)	7/22/2004 4:50:46 PM
From: carranza2	Respond to of 152472

Thanks, Clark. Reasonable thoughts. The reason I bring the topic up is that I have a bit of difficulty visualizing what Q will do anything other than improve chips, software, etc., in the next 10 years or so. I also do not see any new revolutionary radio interface that might challenge CDMA's death grip regardless of how good it might be. The carriers' expensive committment to 3G will keep it in place for some time. No one has the cash to do anything else; the investments have to be recovered, debt paid, etc. So long as the radio interface stuff is CDMA or some variant, I can think of no reason to sell but it does seems likely that once 3G is more or less prevalent, the spectacular growth we have seen and will undoubtedly see in the near term will be taken out of the stock. C2@bythenI'llsettleforMicrosoftsizecashdividends.com