Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gregg Powers who wrote (12104)	7/7/1998 3:51:00 PM
From: Sawtooth	Respond to of 152472

Thanks for the response and opinion, Gregg. Concur with your opinion on the other boards; anybody who thinks the various boards are "all the same" is in for culture shock upon first visit outside the walls of SI. I'm also a little stunned on the reaction, or lack of , to the NT/Mexico deal. I keep thinking, "Is everybody missing this or am I seeing a big deal in something that isn't a big deal?". Keeps the brain twisting a little; ("Am I crazy or is everybody else crazy? How will I know for sure?"). ; ) dribble, dribble. Seems like nobody takes NT seriously anymore since they "overpaid" for Bay. Thanks, again, for your take on this matter. Regards.

To: Gregg Powers who wrote (12104)	7/7/1998 4:45:00 PM
From: gdichaz	Respond to of 152472

Thanks. Chaz

To: Gregg Powers who wrote (12104)	7/7/1998 9:53:00 PM
From: Maurice Winn	Respond to of 152472

Gregg, here's an idea for Qualcomm to have its value recognized quickly by Wall Street. Qcom has been frustratingly slow in gaining recognition despite increasingly sound fundamentals. Despite being in wireless, owning the IPR supporting the whole wireless world of the future, despite being an internet stock with its Eudora, Unwired Planet, PalmPilot and infrastructure strengths and despite having 10000 capable people, many of whom would be top software engineers etc etc. Yahoo! has about 140 staff and a market capitalisation of nearly $10bn. Similarly Amazon and other internet stocks are highly valued. Qcom meanwhile is hanging around $4bn market capitalisation. Compaq is trying to hijack the brand value of Qcom by using the letter Q as its motif. Quick Qcom. Grab it back. The Q should not be so easily outdone. Mighty Q has prior rights. Qcom needs to retain the Q for its own use and declare itself to be a Web company as well as an Internet company as well as THE one and only cdma2000 inventor, creator of the Wireless Web. Q.com should be the name. I checked once before and somebody has already got that url, but no doubt they would sell their rights for a reasonable fee. Go Q.com! How about mentioning it to Irwin next time you're having a chat. You want value added to Q.com don't you - heck, it might even pass Yahoo! For $500m, I bet you could build a Yahoo! competitor which would make Yahoo! look weak. Do a public issue to raise funds for it, or a rights issue. Better be quick though or Compaq will try to claim The Q's rights to Q.com! Eudora must still be the most popular email on the Web - let's parlay that into making Q.com the most popular node of consciousness. It would be fun to see Q.com hit $500 after a bit of a momentum run wouldn't it? Mqurice Q.com $80 end July. PS Now here is a challenge: =================================================================== General Electric Co became the first USA company to be worth more than $300 billion. The second most valuable company is Microsoft worth about $266 billion. In 1981 when John Welch became chairman and CEO, the company was worth $12 billion. Since then, it has increased in value some 25 times. Put another way $10,000 invested in GE 17 years ago would be worth about $400,000 now, taking into account four 2-for-1 stock splits as well as dividends. In 1997 GE had revenue of $90.8 bn with net income of $8.2 bn. Welch has said he would retire in 2000 when he turns 65. GE's key businesses include appliances, aircraft engines and the NBC television network. =================================================================== That would be a nice goal for Irwin = beat GE. Q.com with combined Intel, Dell, Microsoft, Yahoo! market capitalisations would be well over $300bn. It should be easy enough because Q.com makes chips, which everyone wants [Intel has limited market] hardware which everyone wants [Dell just makes clunky useless PCs], software which everyone needs [Microsoft makes huge inefficient software although hoping to get cut down versions going for the mobile Web] and they provide the cdma2000 gateway to the Wireless Web built into Anita [TM], whereas Yahoo! has a transient user inertia based system with customers able to flick off anywhere at a moment's notice.