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

To: slacker711 who wrote (5170)	5/8/2009 9:48:42 AM
From: DanD	Read Replies (2) \| Respond to of 9129

The pattern I see is something along the lines of the computer industry. Computers aren't fashion accessories.

To: slacker711 who wrote (5170)	5/8/2009 9:55:13 AM
From: ggamer	3 Recommendations Respond to of 9129

So do you think we missed on the hyper growth because Nokia delayed the move from GSM to WCDMA? If Nokia signed a deal with QCOM five years ago than I think we would have seen a much faster appreciation in the stock price earlier. Now since the move from CDMAone to 3G took over 9 years, the stock really never saw the growth that we had expected. So in a way Nokia won by delaying the progress of 3G? just thinking out load :)

To: slacker711 who wrote (5170)	5/8/2009 10:59:58 AM
From: quartersawyer	1 Recommendation Respond to of 9129

I'm looking toward the upgrade not within what serves now as high end, but from the massive <3G market. High volume at lower margin, continuous heavy cash flow to support opportunities for intelligent, hopefully brilliant innovation for billions of consumers, not commodity potato races. That's been part of Q's presentation for years, and makes sense for operators, consumers, vendors and shareholders... if the vision is actually there to execute on. The pessimistic take is that it's not, which is certainly defensible, but fundamentally... pessimistic.