Thursday, March 31, 2005

Is EV-DV dead? Yes and QUALCOMM is alive!

Is EV-DV dead?

The linked article is highly technical and of little interest to most investors. I have linked to it for one reason only; it demonstrates the power of QCOM. QCOM has set many of the standards for cell phone communications and earns large royalties. Mr. Jacobs has step aside and given his son control of day to day operations. Transfers of power always raise risk levels and depress shares. Mr. Jacobs handled the transfer like Dean Smith and the UNC Basketball program. He left at a time when the "team" was very strong. The program took some time to regain its footing. QCOM is still rolling in revenues and the next generation of cell phone equipment will pay-off for the company. This is a buying opportunity!