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

To: engineer who wrote (102697)	6/8/2011 4:27:03 PM
From: Art Bechhoefer	2 Recommendations Respond to of 197297

do YOU expect Intel to get a 15% increase next year? microsoft? IBM? No, but MSFT and IBM are really different from QCOM. I would not characterize the switch to 3G and 4G as a mature business, especially to the higher speed downloads now becoming almost routine. Because a large segment of wireless users are buying equipment that enables more rapid data communications, I regard this as a relatively new, fast growing part of wireless. It just happens that QCOM is positioned better to take advantage of this switch, owing in part to its advanced chip designs, and particularly its integrated radio and processor chips. So, yes, I AM disappointed that QCOM isn't doing better. And yes, 15% is small potatoes in a market growing as fast as wireless data communications around the world. Art