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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 163.32+2.3%Nov 21 9:30 AM EST
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To: Keith Feral who wrote (4094)12/10/1999 11:11:00 PM
From: lkj  Read Replies (1) of 13582
 
Keith,

I feel just the other way around. I will never buy another Qualcomm phone. The Thin Phone is full of bugs. I don't know how it made through the QA process. It is one of the worst piece of consumer product I have ever seen. Its quality is about as bad as some of the poor consumer devices sold in China. My experience working with Samsung tells me that they are much better than average Chinese electronics manufactures.

Q has great engineers in ASICs, but it knows very little about how to make a consumer device. I am glad that Q is getting out of the handset market. Otherwise, even without parts shortage, we will get slam to the ground when the competitions arrive. But selling the handset business doesn't mean that we can just focus on CDMA and forget about making a consumer product. The ASIC business is about providing total solution. Q may not have do make another handset; it will have to constantly think about how to make handsets.

I truly feel that most of the people on this threat and Q have been too complacent. Two years of technology lead in ASICs can be erased very quickly in high-tech-years. So let's get paranoid!

Khan, a concerned Q investor.
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