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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 137.49-2.2%Apr 12 3:59 PM EDT

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To: Peter J Hudson who wrote (13570)10/27/2004 6:59:51 AM
From: Maurice Winn   of 13582
 
Peter, <They don't get much use though, just remote work. Cell coverage is pretty good, even in the frozen north.>

Globalstar might as well undercut the terrestrial services to fill the satellites and at least sell more phones.

One thing that has somewhat surprised me is the trend to subscribers buying higher-priced phones with more features than phones just getting cheaper and cheaper. That's great for QUALCOMM ASIC sales prices and royalties.

That trend might continue for 2 decades, as it has for personal computers [nearly 30 years actually]. If QCOM can be the Wintel of cyberphones, that's a BIG market cap and income.

Mqurice
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