Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 176.00

+0.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: saukriver who wrote (7681)	2/23/2001 10:35:46 AM
From: Mike Buckley	Read Replies (3) of 196875

Does anyone see any weakness in the fundamental that CMDA2000 and 1x work and W-CDMA is merely planned? Yes, I see weakness in that. Just because a technology works long before another one works doesn't mean that the customers are going to rush out and buy the one that works. There are too many factors involved to narrow the equation down to such a simplicity. If we agree that Dr. J has long worried that any versions of CDMA might be delayed, it's difficult to imagine that we shouldn't be at least concerned that W-CDMA appears to be delayed. If W-CDMA was happening now, anyone investing in Qualcomm probably believes that would be good for Qualcomm. Lacking a workable W-CDMA solution, that's not as good for Qualcomm as it might otherwise be. I'm not ignoring that Qualcomm has alternatives in place that the customers could adopt in lieu of workable W-CDMA solutions. Qualcomm is my second largest holding. Yet I'm not blind to the idea that the more W-CDMA is delayed, the more difficult it is for Qualcomm to gain maximum benefit from its CDMA-based solutions. There is a tendency at times for a lot of people in this thread to turn good news into great news and to turn negative news into good news. I think Dr. J's solicitation of Europe in the context of a delayed W-CDMA is an example of the latter. I believe Dr. J's solicitation of Europe is perfect timing for many reasons I won't bore anyone with, but it would be far better for Qualcomm if he (we) had the luxury that he was making those presentations in the context of viable, working W-CDMA solutions. Just my opinion. --Mike Buckley

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next