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The fundamental regarding QCOM is CDMA technology, which they own the
patents for, which they license; and the chips they sell which enable this
technology. There are two competing technologies whose acronyms escape me.
The market and technophiles like George Gilder think CDMA will continue to
grab the major share of the digital telecom pie. I don't know what
technology ADS and IDC are tied to, but if it's not CDMA it is an
apples-to-oranges comparison. I know investors who are agnostic about the
competing standards and dollar cost average into the three standards.
Regards,
Michael
----- Original Message -----
From: "Dr. John Cappello" <jvc689@xxxxxxxxxxx>
To: <realtraders@xxxxxxxxxxxxxxx>
Sent: Saturday, January 01, 2000 13:21
Subject: [RT] QCOM Peer Group Candidates
| To List:
|
| I pulled a Standard and Poor sheet on QCOM and found one thing I
overlooked
| that may or may not have significance.
|
| In checking competitors Ericcsoson ADS [ERICZ] was listed with a PE of
| 10.The report was dated 12/23/99 and recent price noted then at 17 1/4.
|
| Also Interdigital Communications [IDC] was listed with a PE of 30.Recent
| price per above was 26 1/2.
|
| As for now I am in QCOM per the previously posted public system,but I
intend
| to further look into the above Wireless Peer Group companies.
|
| As always,do your own due diligence.
|
| John
|
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