Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.96

+1.4%

Nov 11 3:59 PM EST

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To: Stock Farmer who wrote (129217)	5/23/2003 1:17:46 PM
From: Whatnot	Read Replies (2) of 152472

John, Throwing out Vesper to my Ricochet is fair but silly. I can point to many CDMA operators making real money while I doubt you can point to a single Wi-Fi network operator making any money. Why is that important? Well, if the operators cannot make money then eventually the equipment providers will have no-one to sell to. Again, I am not arguing that Wi-Fi is not good and compelling technology, but I see it in the same light as many other technologies that promised so much but in the end turned out to be fairly ordinary. I am a metrics guy. Show me the numbers and I will start to believe, but everything in your post sounds more anecdotal then empirical. "The technology is a winner. It just hasn't won yet" What does that mean?

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