Back in the mid-1990's, George Gilder was one of the first technology analysts to identify QCOM as "the next QCOM." In the past ten years, QCOM has gone up 100 fold, going from a split adjusted 50 cents to over $50 and is currently in the mid-$30's.
It is clear from Gilder's newsletter, The Gilder Technology Report, that this decade's QCOM is appearing on his radar screen just about as clear as QCOM was ten years ago. The company in Lanoptics, but the gem is a wholly owned division called EZChip
LNOP is a thinly traded $14 stock, with an initial price target north of $85 according to Gilder. I'm in at lower prices, but if Gilder is right again, it won't matter what you pay for it in 2006, it will be a lot higher in 2008. With that kind of appreciation, one pick a decade is fine with me.