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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 147.19-3.6%Feb 3 3:59 PM EST
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To: DaveMG who wrote (596)7/10/2000 3:21:38 PM
From: gdichaz  Read Replies (1) of 197510
 
Dave MG: I'm tempted to answer simply no.

But since this is the thread it is, a more complete and substantive answer is called for.

In what way could Dr J possibly be facing a "credibility deficit", what has he promised that he has not delivered?

In what way has he "misjudged the standards game". Seems like he has managed to weave his way through hostile territory to achieve a result that all (well there is EDGE which might be 2.5 or 3.0 gen) standards are CDMA. That's impressive success against huge odds.

When and where did Dr J. say he was "betting the company on HDR?" Seems like CDMA is alive and expanding and HDR will soon be, so even if he did say that, how it that a failure?

What proof do you have that either the Korean government or all of the yet to be selected 3rd gen companies will go completely with WCDMA? Since nothing has happened except Bloomberg and Dow Jones "reports"[sic]., on what do you base that premise?

And last but not least what possible evidence can you cite that WCDMA will "roll out earlier than he anticipates" since he hasn't fixed any such date anyway and his position has throughout been - the sooner the better?

Curious.

Best.

Chaz
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