Qualcomm Incorporated (QCOM) 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 Incorporated (QCOM)

QCOM 176.07

+1.2%

2:54 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jon Koplik who wrote (103630)	9/3/2001 5:20:02 PM
From: Stock Farmer	Read Replies (5) of 152472

Jon - I am afraid that the alignment of these interests is 180 degrees apart. Q's customers want to make money, and so does Q. Unfortunately, one comes at the expense of the other. You can not say that these interests are aligned. Sure Q's customers want Q's technology. But they'll take any other "better" solution to their customer's demands if they can get it. Where "better" is up to them to decide, and may or may not include the list of "advantages" CDMA brings to the table. Make no mistake about that. In any commodity product (which if 3 billion people get their hands on it, would include wireless), margin pressure is paramount. Q will have a hard time maintaining margins and keeping happy customers. Particularly if they publish themselves as obscenely profitable on a quarterly basis. It's kinda hard for them to duck. No, I'm afraid that Q's interests (from a profit perspective, which is what matters to me as a shareholder) are misaligned with their customers. That's a fact. John.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next