Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 168.09

+1.8%

Nov 28 9:30 AM EST

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To: slacker711 who wrote (32970)	6/23/1999 11:23:00 AM
From: DaveMG	Read Replies (4) of 152472

segmentation of the market may work in the Q's favor Nitpicking a little but I'm not sure what you mean by segmentation. I think what we Q investors should be looking for is fragmentation wherein the handset vendors beat each other up for market share while Q sells em zillions of chips. I really think that the Q may own at least the CDMA2000 part of that market for a LONG time. Of course it works in reverse too....the Q will have to work hard to develop the W-CDMA chipset and have it accepted by the market. Isn't also possible that the greater Qs success with CDMAone chipsets the more likely it becomes that it will also succeed with WCDMA?

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