Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 178.29

-1.6%

Dec 12 9:30 AM EST

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To: Ruffian who wrote (70412)	4/11/2000 8:04:00 PM
From: A.L. Reagan	Read Replies (1) of 152472

Ruff - would you rather see GPRS/EDGE rule GSM-land until 2005-06, or WCDMA start in maybe 2002? In which scenario might QCOM make more money? The examples are legion where B+ technology has trumped A+ technology due to the network effect. Why you are probably reading this post via Windows and not the MAC OS. Irwin and gang fortunately understand this 100%. I'm sorry, but the GSM crowd isn't going to scrap their existing investments and wholesale adopt MC. [It would be GREAT to be 100% wrong on this, but alas, wishful thinking.] So Q is better served by getting a smaller slice of a much bigger pie than the reverse. The question du jour is how much smaller [I hope not too much!] and what does "the market" anticipate?

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