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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 170.65+1.5%Dec 2 3:59 PM EST

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To: quartersawyer who wrote (5574)1/23/2000 10:54:00 AM
From: Ramsey Su  Read Replies (1) of 13582
 
B. Nadelson,

though it has never been formally announced, it appears that QCOM's business strategy had been "first to market" vs some type of standard.

It seems to me that the majority of QC's effort had been focused on fighting the adoption of unfavorable standards vs adoption of favorable standards.

At the moment, we can debate HDR, Bluetooth, GPRS, EDGE (I know they are not directly related) or whatever we want. However, we are now entering the cut throat stage of every aspect of the telecom business.

In the old days, we thought ERICY and may be MOT were the "enemies". Tomorrow, it may be Intel, CSCO, TXN, LU and companies that we have never heard of. There is no doubt that this industry will be bigger than the PCs, the Networks etc in the next ten years, everyone is going to want a piece of the pie.

Having learned the lesson of allowing a low tech company like MSFT monopolize the PC world, I doubted if that mistake would be repeated again. So I have to wonder what is the likelihood of any standard gaining dominating status as THE standard?

Since I believe QC is leading in many fronts right now, I have to wonder if something like HDR can become the new killer app of the 2000s and beyond? Forget standards, they all have to come to QC because they cannot afford to fall behind. Wouldn't that be something?

Ramsey
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