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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: JMD who wrote (8492)2/12/1998 8:34:00 PM
From: waverider  Respond to of 152472
 
My view of QCOM's future after commenting on this outrage:

<Diamond H, were you not the 'tall blond guy at the end of the table' and might we have some idea of your part in <i l'affaire Jasmine?> This just keeps going from bad to worse: now there are intimations of glandular excess, or in the fair Amy's own words "adrenaline rushes""<

I WAS TOO! Nobody was as tall as me. NOBODY! And although my hair is not as blond as it once was when I spent half my life surfing off Del Mar, you can still tell its blond. This is really insulting. You will have to buy me a beer at the next meeting to make up for this outrage!
And by the way, I still have most of my hair (although I have noticed some increase in the hair coming out of my ears)...gotta work on that testosterone level, forget the adrenaline.

Ramsey...what were those things that looked like eyeballs?

Now on to QCOM:

Comments on this perspective would be appreciated since most of this came to me in a wild dream Tuesday night.

QCOM has developed technology that is far superior to any other in terms of wireless data transmission. Europe is coming around as is the rest of the world in realizing this. Their ASICS chips are the core of their machines and must be used to get true CDMA technology (CDMA One).

Motorola and others have balked at using QCOM chips in their phones
(hence their delays in coming out with their new generation phones)
because they fear QCOM may very well become the Intel of the wireless
world. With a hammerlock on their engineering and chip design..."QCOM Inside" will be the label folks will be willing to pay up for in the future.

Now consider the future...

-Internet connections will soon be made over wireless networks. Attach
your CDMA phone to your lap top and access the internet without
depending on wires connected to the wall.

-By the end of this year the 48 satellites Globalstar is shooting up
will be going through testing and you will soon be able to call anyone, anywhere...and connect to the internet from the bush in Kenya...or at 15th Street in Del Mar.

-Everything from shipping lines, trucks, and the family car can be
tracked by QCOM's omnitracs system to provide more efficient routes and use of travel time. The system is getting smaller and more profitable. It is THE thing that has kept this company afloat.

-This will all be tied into Eudora and you have an incredibly integrated system that will be the premier communication network that will take us into the 21st century.

I would suspect a Cisco/QCOM connection would be logical at some point in the future...at least a cooperative agreement.

Diamond H