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


To: tero kuittinen who wrote (10873)5/26/1998 10:18:00 AM
From: GO*QCOM  Read Replies (1) | Respond to of 152472
 
Look again Tero QUALCOMM is allied with Intel.Bluetooth is not an Intel Nordic venture.Fact is QUALCOMM is also a participant and don't forget it is light years ahead of you Nordic companies at CDMA which is no doubt going to be much of the interface.No matter how you dice it QUALCOMM has the brains to harness and tame CDMA where Ericy can't even start or did they get a licence we don't know about?



To: tero kuittinen who wrote (10873)5/27/1998 10:57:00 PM
From: John Biddle  Respond to of 152472
 
John, the point about profit margins is taken. But I think the "real" profit margin is what the company gets from the phones it manufactures itself. And Qualcomm is on thin ice here no matter how you dice it.

I'm not sure I understand what you're trying to say here. Also, can you back up your claims with data?



To: tero kuittinen who wrote (10873)9/20/1999 1:38:00 AM
From: Bux  Read Replies (1) | Respond to of 152472
 
I have to admit that if Qualcomm can get through its demand of a 3% cut of W-CDMA, if it can make money in manufacturing and if CDMA makes a sizable dent in China and Japan, it could zoom to 200 dollars in two years. But right now, none of these ifs look particularily likely. If I want to gamble my hard-earned money I'll buy Entremed or Onyxx and hope they will cure the cancer in three years.


Tero, if you want to talk stocks, let's talk stocks. First, it's 1 1/3 year since you made this baseless statement. Qualcomm has not received W-CDMA royalties, has not made a sizeable dent in China and they are have sold infra and are selling handset division from lack of profit. But the share price is not $200 it is $380 (pre-split). It looks like you were missing part of the picture just as you still are.

By the way, the two stocks you recommended above QCOM (ONYX and ENMD) are 10% and 20% below the market price the day you recommended them. Qualcomm is up 600%. Makes me wonder who puts any credence in your opinions.

Bux