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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: Gregg Powers who wrote (1272)	9/3/1999 11:16:00 PM
From: DaveMG	Read Replies (1) of 13582

Hi Gregg... So, on the margin, QPE can get dinged for a few points of spread by the competition...but the pain inflicted on the competitors is greater than the pain inflicted on Qualcomm Not to restart from ground zero an old discussion but that statement is only partially true I believe. For example, Nokia's CDMA handsets are a relatively small percentage of it's entire production volume so the "pain" it feels is relatively benign. Additionally the price that it pays for many standard components are likely to be lower than Q's so the playing field is not exactly even before Q's royalty and ASIC advantages kick in. This has been an argument that Tero has been making forever. It seems to me that as long as CDMA remains a much smaller standard than TDMA/GSM, this type of discounting for market share pressure by the bigger multi- standard manufacturers is going to be an unpleasant fact of life which the QCOM handset division may or may not survive. Thanks for dropping in... Dave

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