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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 170.90-1.3%Nov 7 9:30 AM EST
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To: Ruffian who wrote (52453)12/3/1999 11:42:00 PM
From: 100cfm  Read Replies (2) of 152472
 
At this point what the committee chooses is irrelevant.
the market will choose what the standard will be.
the committee has chosen 5 standards, three of which are Q's,
one is a glorified cordless phone and the other one dr J stated in BW interview that it will not work well at all with data. that leaves the market with one choice as a standard, Q.
also in Q's case the architecture is proprietary, cdma is q's architecture to which it holds 99% of the patents and therefore wields complete control.
I'm not sure but i think you are getting standards and architecture mixed up.
motorola,nokia cannot be chimps to Q because they are not competeting against Q directly. ericson will be a chimp in regards to competeting with Q with gsm. motorola,nokia and erickson are part of Q's value chain by selling cdma phones and infrastructure.
Q selling the handset division represents no more a relinquishing of power over the market then if intel were in the manufacturing of pcs and then sold that division. intel still would have total control of the market thru chip superiority and continuous chip advancements as will Q.
when you say it won't be Q's tornado, whose tornado will it be then?
170% annual growth in cdma subscribers seems to be tornado status to me.
if Q is not yet a gorilla and the tornado not yet begun then
i need to go back and rtfm again, and more slowly.

100
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