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

QCOM 165.71

-0.7%

2:02 PM EST

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To: Maurice Winn who wrote (3382)	11/18/1999 11:54:00 AM
From: cfoe	Read Replies (2) of 13582

Microsoft/Qualcomm/Freetel rampaging around the world with HDR will give a bit of incentive for the chickens who worry that there is no WWeb market to start laying eggs. Qualcomm is wisely resolving the chicken and egg problem by putting a big HDR chicken in Korea. The above reminds me of something Clayton Christensen (The Innovators' Dilemma)stated emphatically at the DI conference last week. He said that the challenge for a disruptive technology (and CDMA wireless is definitely such) is mainly a MARKETING challenge, not a technology challenge. In fact, he said that if he were to write the book now, given what he has learned since, he would have put much more emphasis on the marketing of a disruptive technology. I think your comment about QCOM's investment Freetel points in that direction. That this is a "marketing" investment and not a technology investment. Comments?

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