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 Incorporated (QCOM)
QCOM 165.13+1.1%Nov 26 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: DWB who wrote (119122)5/22/2002 12:16:40 PM
From: waverider  Read Replies (2) of 152472
 
This whole issue of new applications and public demand for BREW, Quicken on cell phones, etc...is very similar to the digital camera market. Once claimed to be the death of traditional cameras and film, digital cameras have not met their market expectataions (it was also supposed to put a tremendous pressure on silver...as in the silver used in photo development...that certainly hasn't happened).

I know lots of techies love to fiddle with their computers, download photos, etc....but that market appears to be saturated now. For the rest of the planet, screwing with a new technology, spending hours playing on the computer monkeying with photos, just isn't worth the time. Lots of SLR's laying around and lots of film being used.

The point is change is slow...very slow. The use of cell phones for voice is fine, but even that market is slowing down. Not good for a growth company. The time and required paradigm shift people will need to desire George Jetson like BREW applications is much to daunting to be considered as a viable factor for a stock investment at this time.

QCOM has the goods, but the people could care less. Unfortunately, the debt levels of the buyers does matter.

wr
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