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

To: Gregg Powers who wrote (8551)	2/16/1998 12:11:00 AM
From: JPM	Read Replies (1) \| Respond to of 152472

I have been interested in QCOM stock for a while, but not until this weekend did I finally get a chance to give them a closer look. For starters, I am quite impressed with their year over year revenue growth since 1993... from 170MM then to perhaps 4Bill in 1998... but more importantly, I did not realize that QCOM was so much more than just the maker of the Q phone... could someone please briefly list their various market niches? and where QCOM derives their revenue from. As a final thought, I see QCOM with a 3.4 Bill market cap as extremely attractive for the long term... 5-10 yrs... and I welcome any predictions as to where it might be by that time... $400-500 perhaps if CDMA really takes off? Again, thanks for your thoughts.... and finally, as for the Korea situation, I see it as a mixed blessing which will allow me to get in at bargain prices... I dont know when I will buy, but I will try to get in as close to $40 as possible... Thanks, Jp

To: Gregg Powers who wrote (8551)	2/16/1998 2:20:00 AM
From: bdog	Respond to of 152472

Thanks again. I see you haven't an e-mail number listed in your SI profile. Please do have your CRM (?) send info re. your firm at my number. Cheers, bdog

To: Gregg Powers who wrote (8551)	2/16/1998 2:47:00 AM
From: Nancy Haft	Respond to of 152472

* OFF TOPIC * I, too, thank you for your clear, calm, and cogent QCOM posts. Are you willing to talk about other companies/stocks that your firm follows/owns? I, for one, would like to know what else interests you. Personally, my largest positions are in QCOM and LOR.