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To: gdichaz who wrote (921)	4/1/1999 7:46:00 AM
From: gdichaz	Respond to of 54805

FYI From the Q thread; Talk : Communications : Qualcomm - Coming Into Buy Range To: Morgan Drake (25703 ) From: marginmike Wednesday, Mar 31 1999 9:44PM ET Reply # of 25735 Me and my fellow Qcom shareholder(my insurence broker who I converted to Q)came up with a good analogy. There are just as many people in the world who will eventially own a CDMA(WCDMA,IS95,CDMA2000) phone as there will be people on the internet. If anything every computer will have a CDMA modem,every person a PDQ handheld. The only competing mode will be by cable. Obviously this is only able to catch so much of the market. If the Q got only a 10-40 dollar royalty on every person They would have a growth potential that makes AOL and Yahoo look like snail's. Yahoo and Aol have to share market share with many other companies from many countries and will maybee have 10% or so of the overall market. Qcom will have income in some form from 100% of the entire world phone users. The last time I checked AOL was at 550 PE. I say that makes Qcom dirt cheap. Hey even compared to the likes of Csco it 1/2 the price! Qualcomm (NASDAQ: QCOM)Date: Mar 31Last Trade 124 3/8 52-week range: 37 3/4 - 125 3/4