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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 147.19-3.6%Feb 3 3:59 PM EST
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To: foundation who wrote (381)7/7/2000 9:19:57 AM
From: JohnG  Read Replies (1) of 197508
 
QCOM owns the ultimate in disruptive technology. It disrupts in that:
1) Spectrum is used so efficiently that little new spectrum is needed.
2) If new spectrum is not needed, then governments may be unhappy because they can not rake in big bucks selling licenses.
3) with governments asking big bucks for new licensed, operators with existing licenses have a huge advantage over newly minted licencesees. But, if the old operators let the new operators get licenses, they face increased competition.
4) Huge existing assets such as AT&T's wireless network become more or less worthless--the techology hugely depreciates existing assets.
5) The technology enables so many leading edge new application technologies that it must go forward and there is a whole group of new and old companies salivating at the opportunities.
6) Vast segments of the retail, financial, entertanment industries could be transformed in surprising ways generating big winners and big loosers.

This is just a start. But with governments involved too this technology is leading to monsterous change and wealth redistribution.
JohnG
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