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

To: Gregg Powers who wrote (12566)	7/18/1998 10:05:00 PM
From: gdichaz	Respond to of 152472

To Gregg: Thanks. Chaz

To: Gregg Powers who wrote (12566)	7/18/1998 11:51:00 PM
From: dpk	Read Replies (2) \| Respond to of 152472

Hi, I have been a lurker on this site for several months and have appreciated the valuable insights many of you have provided. I have thus far used a discount broker to buy/sell shares in tech companies, which have been my primary focus. However, I felt handicapped by the limited access to research the discount broker provides. I am now looking to open brokerage accounts with full service brokers to get institutional-quality research. But, as many of you may know, the quality of research varies from broker to broker, and from analyst to analyst. I would really appreciate any input/insight from any of you who have experience with full-service brokers or analysts as to the ones that provide the best coverage for the following types of stocks: networking (e.g. CSCO); semiconductors (e.g. INTC, TXN, AMAT); wireless equipment (e.g. QCOM, LU); PCs and servers (e.g. CPQ, DELL), internet-related (e.g. ATHM, BCST). I am posting this message on all the relevant stock boards, so I apologize if any of you encounter this same post on the other boards. Thanks in advance. DPK

To: Gregg Powers who wrote (12566)	7/19/1998 5:17:00 PM
From: Ingenious	Read Replies (1) \| Respond to of 152472

Gregg, all good points. It is true that QCOM has dramatically increased sales, market share, etc. in a very short time. There record is impressive and I hope they succeed. My only point was that superior marketing often wins over superior technology all things being equal. It is hard, however, to equate CDMA and other technologies such as TDMA etc. so I wont even try and do so. QCOM must overcome many hurdles to become successful in a consumer oriented space. Because they are selling a consumer product to people in countries where the income is anywhere from $1-50/day a high tech product must be economical. This constraint makes it difficult to punch out very sensitive, expensive DSP processing equipment and also make a profit. Of course, things would be different if they were selling phones and $100 toilet seats to the US govt. Growth in profits, not growth in overall revenue, will determine whether CDMA and QCOM will succeed.