Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: Maurice Winn who wrote (103530)	9/1/2001 9:36:53 AM
From: Stock Farmer	Read Replies (2) of 152472

Mq - "At some stage, prices enter the picture of competition and stodginess won't sell. They will suffer multitudes of losses of business as competitors with low cost capacity erode the market share of the big and lazy." Forgive my dim memory, but seems to me this was the battle cry of a host of (now failed) competitive new entrants in the wireline world. Given that the Wireless incumbents appear to be the same players (or of the same species of mountain Troll anyway), why should we expect anything but a historically rhyming outcome with Wireless? What's different this time that wasn't different last time? John

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