Qualcomm Inc (QCOM)

[khemara_qc]

Stocks to buy in 2008: Barrons roundtable
20.01.2008 21:26 Sunday

http://www.fxtraders.eu/article.php?id=15432

- Bullish mentions for UPL. Art Samberg, Chairman and CEO, Pequot Capital Management: "a gas exploration and production company with some of the best exploration assets in North America."

- Bullish mention for WFR.

- Bullish mention for QCOM. Art Samberg, Chairman and CEO, Pequot Capital Management: "It is now the sixth-largest non-memory-chip semiconductor company in the world. But the company is really a play on 3G GSM [global system for mobile communications] phones. About 1.2 billion cellphones are shipped per year. About 200 million are CDMA [code-division multiple access] and a billion are GSM. All of Qualcomm's products have gone into the CDMA and WCDMA [wideband CDMA] market."

- On Nokia, QCOM court case: "They will negotiate something. Qualcomm's core patents are valid. This is just about Nokia getting the old royalty rate, when CDMA was more of a niche market. Royalties of 3% aren't uncommon," says Samberg.

- Bullish mention for FMCN.

- "My strategy is simple," says Fred Hickey, editor of The High-Tech Strategist. "Buy gold (GLD), sell horsemen - that is, the big-cap technology stocks RIMM, AAPL, GOOG and AMZN.

- Bullish mention for AEM.

- Bullish mentions for MHK, WHR, AEO, GPC, ENSI, DISH, TVL,