Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: engineer who wrote (78310)	7/5/2008 2:06:58 AM
From: qinvestor	Respond to of 197663

OK - Without getting personal, I understand your out of the box logic about innovation, etc, but I still believe that the growth in earnings for QC's CDMA business will plateau in about 18 months. QC's published charts are enough for me to interpret this fact. Whether Paul can figure out and monatize some other form of revenue and earnings growth remains to be seen. I hope you are right. Right now, my timeline is for holding this stock is less than 12 months. I will adjust my view as I see more developments on the innovation front. BTW - I have held the same stock since 1996, so I am not a short term, narrow minded investor. I have believed in the QC story for CDMA for some time and been handsomely rewarded. But, I know that there is a time to sell. Right now, I don't see any drivers beyond the 3G rollout that we have waited for over 10 years.