Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 180.21

-1.2%

Jan 7 3:59 PM EST

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To: Stock Farmer who wrote (125737)	11/29/2002 9:53:02 AM
From: qveauriche	of 152472

< And to presume the outcome after three rounds of patent poker when the deck has yet to be shuffled for the last game... well, that's taking one gigantic leap of faith.> Well stated. I disagree in this respect. What is trivialized as three rounds of patent poker was really 100s if not 1000s of rounds of what I'd call "technology innovation chess", all of which have been won by QCOM. If you look a the innovation thats come out of QCOM over the last 5-7 years, and compare it to that coming from Nokia and pals, it is quite a staggering comparison. The horse thats running the fastest tends to increase its lead over time. And we can count on still a few more years of Euro paralysis due to their arrogance. Nothing is certain about the future, but the innovation record to date, which in turn decides the outcome of the patent poker games, speaks for itself. At the appropriate time, we can only hope that QCOM will have learned from the Nokia model and lead the way to innovate beyond CDMA and not fight a rear guard battle to preserve it.

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