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Technology Stocks : The New QUALCOMM - Coming Into Buy Range -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (5165)	5/7/2009 9:39:25 PM
From: slacker711	1 Recommendation Read Replies (5) \| Respond to of 9129

I think some of my pessimism on Q's long-term prospects actually comes from Q's success....the fact that much of my vision for the wireless handset market has been achieved. When I initially invested in Q (late 90's), I believed that handsets would become the ultimate convergence device. They would combines cameras, GPS, game playing, high speed internet access, and music/video in one pocketable device. Well, the iPhone has pretty much completed my list and done it fairly well (the camera still needs work). There are still other functions that I can see being added, but they add far less utility than my initial list. The fact that I dont have to think about carrying a camera or a gameboy saves me quite a bit more than not having to carry my credit card due to some sort of handset payment service. Future improvements seem much more incremental to me, and as often as not, are centered on getting the software right. That is a real shift from the previous importance of the hardware and wireless connection. I would change my tune if we could get a foldable screen in handsets. That would eliminate the limitation of the screen size and open up whole new avenues, but until then, I dont see the big breakthroughs that are the equivalent of adding the camera or high-speed internet access. Just thinking out loud here and I am curious to hear from others about how they think that the wireless market will evolve in the next 5 years or so. Slacker