SI
SI
discoversearch

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: Maurice Winn who wrote (25934)4/2/1999 8:13:00 PM
From: Judy  Read Replies (3) | Respond to of 152472
 
Maurice, I have never claimed to be a "stock guru". You have me confused with someone else. No "weird" views for QCOM, I post things pretty much as I see them.

Tell me what is going on with you and Ramsey, are you guys kidding or serious? I have not visited this thread enough to get a sense of the ebb and flow here.




To: Maurice Winn who wrote (25934)4/3/1999 7:04:00 AM
From: chuckj  Read Replies (2) | Respond to of 152472
 
Goodness, I had to pull out the dictionary to read your meaningless comments. Don't get over enthused about QCOM. These turkey's could not make a phone profitably if it was handed to them for free, by the Chinese. QCOM's government (U.S.) sponsored stream of royalties is what keeping them alive (forced spectrum allocation is the only reason they are making any royalty in this country).

The only reason Ericson gave in and got into CDMA is the desperate campaign by the Clinton Mob to save CDMA and leave a legacy of swords to plawshares (probably in exchange for campaign contributions) for the broadband defense communication technology. Despite all of rhetoric statements on CDMA adoption by China, the Chinese with all of the ties to the Clinton Mob, showed their patriotism, unlike what we lack in our leadership, and did not commit to CDMA and are also going to adopt GSM.

With the lack of reliability on power management and funky utilization of the Shannon formula on capacity (base level noise increases as the number of users increase, QCOM's only bet is that it does not increase that much, and they don't even know how much), there will not be a large investment in CDMA in China, even at that all of the base stations will be done by either Lucent or Motorola, who are the legitimate telecom outfits. This is just a pop for this stock and you will see a 50% decline when the truth settles in with all of the new buyers.

I neither own or short this QCOM, I do not approve of government sponsored businesses and at that by a crooked government.
cj