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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 166.15+0.7%1:01 PM EST
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To: MileHigh who wrote (39464)9/2/1999 1:58:00 AM
From: Caxton Rhodes  Read Replies (1) of 152472
 
MH- That's not it. This is it:

1) Have cdma become the world standard by a) perfectng and patenting the technology that produces the highest quality and most cost effective infrastructure (including a cut for the Qualcomm), and b) the highest data rates. This creates a huge world market from which the best players can feast.

2) make the infrastructure so cost effective that wireless minutes at 3 cents create such a demand that it can support the infrastructure build with good profit margins for companines like PCS and T.

3) Produce the best chips for infrastructure and phones/handheld pcs. These are High margin items.

4) make money on selling Qualcomm phones/handheld pcs.

In other words, create a wireless voice and data war, sell the bullets, and get a cut of all the armament.

That's the deal.

Caxton
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