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

To: Eric L who wrote (135066)	8/3/2004 12:50:33 PM
From: Jeff Vayda	Respond to of 152472

Lets all remember the 'bigger pie' of 3G. Who cares if ODFM and WiFi take some of the pie? The CDMA piece of the pie has been growing. (Currently at the expense of GSM.) Soon CDMA will constitute the majority and there will be a minority position or two. Will those minority positions grow to a majority? I dont know. What I do know is that, if that happens, it will take some time and in the mean time I will adjust my portfolio accordingly. In the mean time, there is still some pie coming Qualcomms way. Jeff Vayda