Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.81

0.0%

Dec 26 9:30 AM EST

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To: Wyätt Gwyön who wrote (122673)	8/2/2002 12:42:37 PM
From: qveauriche	Read Replies (4) of 152472

Isn't the more accurate analogy for QCOM not the railroad companies, but rather the manufacturers? Isn't an even more recent and relevant analogy for QCOM Nokia, which made an absolute killing off of GSM and created tremendous shareholder value in the process, despite not having anywhere near the stranglehold on GSM IPR that QCOM has on CDMA IPR? And don't we know from the 1X launches so far that the carriers are experiencing significant increases in ARPU? Won't the fate of the PCS launch answer so many of these questions for us?

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