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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 182.40+3.5%Jan 6 3:59 PM EST
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To: gdichaz who wrote (7717)2/23/2001 7:38:43 PM
From: Mike Buckley  Read Replies (3) of 197104
 
Chaz and Voop,

I agree that Europe wouldn't be paying attention to Jacobs if W-CDMA was operable. Instead, they'd be sending Qualcomm directly or indirectly royalty payments for it. That, combined with an opportunity regardless of how remote it is to increase operators' efficiency (lower their costs), would be the ideal situation in my mind.

Jacobs and all of us are constrained to operate in the real world, not the ideal world. Qualcomm's fundamentals are a lot further along than a year or two ago, but I don't see the lack of W-CDMA to be the panacea that I get the impression that a lot of people here think it is.

Again, just my opinion.

--Mike Buckley
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