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

To: limtex who wrote (11399)	6/11/1998 3:57:00 PM
From: bananawind	Read Replies (3) \| Respond to of 152472

Limtex, With all due respect, you need to stop watching the talking heads that are feeding you this claptrap and start investing with your brain instead of your emotions. Stocks don't have "natural homes" in the 40's or anywhere else. They are fractional pieces of a business whose true value fluctuates very little on a week to week or even month to month basis. I ask you this - is the value of your fractional piece of Qualcomm worth more or less today than it was a week ago? If your answer is less, then I seriously doubt that you understand what you own. And you should be no happier if the stock price rose by $10 today than if it fell by the same amount because I guarantee you the value of Qualcomm as a business did NOT rise or fall by more than $700 million in a single day - no way, no how. Another guarantee is that if you make investment decisions emotionally, with fear and greed being the typical motivators, you are destined to do poorly. Stop worrying about "the market" and start wondering about the value of the businesses you own, and whether that value is building or in decay. As for the global prognostications of whatever economist got you so lathered up, big deal. If economists were able to forecast these things, they would be too busy arbitraging the crap out of everything to waste any time telling you or me about it. Stick to understanding companies and what they are worth. You will sleep a lot better and make better investment decisions. Sorry for being preachy, but folks hysterically crying fire on these boards is the one thing that really burns me up.-JLF

To: limtex who wrote (11399)	6/11/1998 7:01:00 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 152472

CDG/Perry LaForge says: Building For Tomorrow By Focusing On Today [Editor; - see the progress in the last couple of paragraphs = who needs W-CDMA-VW, it'll all be fait accompli] This June marks the first anniversary of the branding of IS-95 as cdmaOne. During the past year there has been tremendous success in every aspect of the technology's global diffusion. Whether it be data, third generation (3G) Wideband cdmaOne development, wireless local loop (WLL), access to new markets or international roaming, cdmaOne's technological superiority is being acknowledged with marketplace triumphs. In recent months, the public focus of cdmaOne and the larger wireless industry has revolved around the development of 3G systems. As I mentioned in my last article, perception has outstripped reality. While the debate continues, the reality is that cdmaOne is now exerting itself in the marketplace as the technology of choice. Today's Efforts Reflect Tomorrow's Reality At the CDMA World Congress we will announce our subscriber totals for the half-year, as well as future forecasts. While not intending to spoil the party, it is interesting to note a recent study released by The Strategis Group. In its World Cellular and PCS Markets study, the group says that cdmaOne will have reached 18 million subscribers by year-end 1998, a number that the technology is on-track to reach. Conversely, rival technology GSM will have 148 million subscribers. However, by year-end 2002 --when 3G systems will just start hitting the market -- the group predicts a different picture. GSM will have 279.4 million subscribers and cdmaOne will have 106.7 million subs. cdmaOne will continue to gain ground on GSM, reaching approximately 38 percent of GSM's installed subscriber base as opposed to 1998's 12 percent. The point is simple. By growing today's market share we build for tomorrow's systems. Current discussions over converging air interface standards and family of systems concepts for 3G systems have been grabbing headlines. A unified standard benefits all parties by providing economies of scale for the deployment of 3G. Additional benefits are lower research and development costs, lower deployment costs, higher consumer adoption, increased international roaming, and joint subscriber unit and application development. But whether those talks succeed or not, cdmaOne will be well prepared for the market conditions of tomorrow, thanks to our efforts today. Data Is Evolving One aspect of that preparation is the evolution of cdmaOne systems to provide 3G-like data rates and capacity capabilities for today's 2G systems. Operators will be able to offer subscribers dynamic data rates sooner than the 2002 deployment of 3G ¢ indeed, they will be able to offer these tremendous services by the end of the decade. The first step of this growth is the 64 Kbps data rate, which will be available as a cdmaOne standard in the next few months. Operators can reap the rewards of ISDN transmission rates on the marketplace by first quarter 1999. Even more exciting are the broadband data rates now being developed. Thanks to current development efforts, operators will be able to offer data at the 3G speeds they are asking for -- 144 Kbps and beyond -- by the end of 1999. These high-speed data services may be the first time subscribers will have access to broadband Internet access, due to the slow roll out of cable modems and DSL solutions. In beating these wireline technologies to market, it appears that cdmaOne may be a wireless industry paradigm breaker, becoming the first mass wireless technology to leapfrog wireline capabilities. ---------------------------------------------------------------- Limtex, sorry you seem to be catching flak. It seemed to me your comments were fair enough and there is some accuracy in calling the $40s Qualcomm's natural home. But don't be lulled into believing your own humor, because I believe the p---- will surprise you sooner or later. To Acementhead, fair enough [I don't normally read Yahoo! but happened to catch your comment]. It was just an idea. Mqurice