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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts
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To: wlheatmoon who wrote (49758)8/22/2000 4:43:16 PM
From: J.B.C.  Read Replies (1) of 63513
 
There may not be any secrets with regard to QCOM, however there is definitely misunderstanding. The street was a non-believer prior to March of last year, then became BIG believers, and once again are non-believers. So what do they really know, usually technologically not much.

The proof for this one will be in the pudding. Apple may have had the best operating system but it didn't possess a factored difference. A PC with dos did the same calculations, word processing etc as APPLE only held an advantage truly in graphics and user friendliness. But, these were not protected advantages. MSFT was able to eliminate this gap. QCOM has protected advantages and the advantages are not merely slight they're in fact huge. The consumer will demand speed for 3g and those offering CDMA will get the consumers.

Not religious, just technologically understanding.

Jim
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