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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 172.98+1.1%Jan 2 9:30 AM EST
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To: EJhonsa who wrote (5075)11/30/2000 6:56:19 PM
From: A.L. Reagan   of 197074
 
Eric, (or anybody) is it fair to say that the only raison d'etre for EDGE versus going straight from GPRS to UMTS is the cost of new spectrum?

I'm having an increasingly hard time understanding how vendors will be able to cost-effectively provide EDGE so their customers can be competitive.
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Next. Boy, those AWE-related press releases sure contained a lot of waffling and fluff. Impossible to tell anything concrete. All letters of intent and none of the vendors seems to have a real crystal clear view of exactly what piece of the AWE puzzle they are getting.
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Next. W/r/t QCOM's investments in these various early stage companies, I am more concerned about the quality of related party revenues showing up in Q's P&L statements. Specifically transactions where Q invests $$, and lo and behold NewWireless or whatever purchases a license from the Q. This activity doesn't appear to be too material right now, but if anybody wants a recent example of this concept taken to excess it is Lernout & Hauspie.
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Back to lurk mode.
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