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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: brational who wrote (48452)	11/4/2005 10:38:57 PM
From: Jim Mullens	Respond to of 196385

BR_ Great Work- Thanks- LOL, I almost forgot about Q4 earnings.

To: brational who wrote (48452)	11/6/2005 3:53:22 PM
From: DWB	Respond to of 196385

As always brational, I thoroughly enjoy your quarterly summations of QCOM's results. 99% of the brokerage houses can't find their asses with a map when talking about QCOM, yet your reviews are short, sweet, and to the point. Thanks!

To: brational who wrote (48452)	11/6/2005 5:34:13 PM
From: Maurice Winn	Respond to of 196385

<It was interesting to hear CEO Paul Jacobs state that “QCOM no longer just a CDMA company”.> Since thought precedes action, and action precedes results, I dare say he meant more what they are thinking and where they are going, than where they have arrived. This is his first annual report so I guess he's wanting to explain where he's steering the company and to make his own mark, rather than just roll out CDMA. I still wonder what the heck BREW will do. As you say, it's a trickle, but as the GSM world found, CDMA was just a trickle but turned to a torrent. What matters is the underpinning technology and trends which will determine the outcome. So far, I've been very underawed by the BREW offerings. I suppose offerings and revenue will improve as processing power, memory, screens and costs swing more in favour of downloading applications when wanted, and security and convenience dictate using such a service, and millions of people start wanting cyberphones. Thanks for your review. Mqurice