SI
SI
discoversearch

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 174.01-0.3%Nov 14 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Theophile who wrote (7990)3/1/2001 8:17:18 PM
From: A.L. Reagan  Read Replies (2) of 196649
 
Tables Turned against the GSM gang

I have no problems with Company A promoting its product as a better or timelier solution than Company B's.

But it seems those Holy War fightin' attitudes don't die easily - including with Dr. IJ.

For the past 12 months QCOM has done an excellent job supporting the idea that it is in the WCDMA business - both as a licensor and as a chipset provider. Lots of press releases and conference calls have been made to beat this concept into the minds of WS.

So then the CEO essentially says: hey, WS, 70% of those 3G royalties we've been telling you are just like CDMA2000, and these wonderful new chipsets we've announced... don't be holding your breath on seeing these in our P&L anytime soon.

And then there was kind of the "rub their noses in it" attitude that came across... and this is no way to treat a customer or a potential customer.

W/r/t "it is not possible to lose what doesn't exist" then QCOM should have downplayed WCDMA licensing revenues and chipset sales potential the past 12 months - not hyping it, and then dissing it.

Had the comments on WCDMA been a bit less time-specific, and more to the point of "here's a lower-cost of ownership solution that will be available earlier, but regardless, QCOM will be at the forefront whenever WCDMA technologies are deployed" then I doubt there would have been such a furor.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News