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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.01-0.3%3:59 PM EST
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To: A.L. Reagan who wrote (7886)2/28/2001 12:17:09 AM
From: grinder965  Read Replies (1) of 196646
 
A.L.,

You and Eric are free to feel irate...after all it's a free country. I'm interpreting things a little differently. I think that Dr J. has convinced himself that the GSM Cabal (equipment providers and handset mfrs -. not the service op guys) are dragging their feet bigtime. There's lots of ancillary evidence to support this. So what does he do? Sit on his hands while the royalties to come from W-CDMA in Europe and elsewhere continue to get pushed out further and further into the future. Hell No! You let the service operators know that you can provide them with a different flavor of 3G that can help solve their financial woes much sooner than the other guys can. Worst case it's puts a lot of pressure on the other guys to get off their arse and start moving... and.fast! Frankly I'm amazed at how close Nokia and the rest of the cabal have come to killing the golden goose that lays their eggs.

Eric is right about one thing....Dr J. has just launched a massive FUD campaign...IMO not because he wanted to but because he felt he had to. Of course the fact that the FUD is warranted will go a long way to achieving the desired end game.
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