Monday, October 30, 2006

The Next QCOM

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.


A

4 comments:

greg reiman said...

HI A:

All of our RNA interference sticks are going nuts today. Does Ilene or you know what is up with that?

Unfortunately, I am out of them all right now.

Greg Reiman

Allan said...

Greg, MRK bought RNAI at a 100% premium to its market price, so entire sector is getting participating in fallout.

A

Greg Reiman said...

HI A:

I cannot remember whether you have ACTG on you radar screen. If not, I think you would like it.

It is part patent portfolio liscenser like PTSC, part bird flu play, and part gene technology.

Check it out.

Greg Reiman

Anonymous said...

NVAX is ready to make a run, also NNVC.PK which has been mentioned here before.

Both are birdflu stocks.