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

To: LarsA who wrote (61235)	3/21/2007 11:52:27 AM
From: slacker711	Respond to of 197001

Internet connection using HDR doesn't even register on the list of what you will use it for. Maybe it will eventually but maybe not. But for some reason it MUST be worth 5%. NOW! Maybe 0.1% is more like it. Maybe QCOM SHOULD get its revenue from traffic rather than devices! I think we just have dramatically different views on how to value things. I think the intrinsic value has nothing to do with its actual use and everything to do with how much the customer (either the operator or the end user) is willing to pay. A customer might use HSDPA all of the time, but if they arent willing to pay a premium, then it is worth nothing. Luckily we have the alternative situation right now <g>..... Slacker