Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 164.53

-0.4%

3:59 PM EST

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To: Eric L who wrote (110832)	1/12/2002 12:51:27 PM
From: slacker711	Read Replies (1) of 152472

... but on balance I agree with the fundamental points he makes (and that is not always the case), and I was entertained by the article as well. Well....he is always entertaining, and as usual his rhetoric has at least a kernel of truth. I would just like to point out that his comments on LU, MOT and VOXX are equally applicable, to Alcatel, Siemens, Ericsson and Sagem in the GSM arena. Nokia has managed to do precisely the same thing as Qualcomm, grab most of the profits available in their chosen area. This is pretty characteristic of high-tech markets (and especially true wherever there is a gorilla). If Korea had gone GSM, I wonder how well the Korean operators/manufacturers would have done? I think we would have seen precisely as many Korean handset manufacturers as their are Taiwanese...zero. As in his points about Unicom (a dual network will be tough to operate), his comments are correct. I have just noticed that he generally misses applying his logic to GSM/TDMA proponents (in that case, Cingular and AWE). Slacker

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