Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 178.29

-1.6%

Dec 12 9:30 AM EST

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To: Dexter Lives On who wrote (129883)	6/25/2003 2:37:28 AM
From: Maurice Winn	Read Replies (1) of 152472

<For QUALCOMM, it's what the carriers think that matters.> Rob, that's sort of true, but only partly. If only one carrier thinks CDMA will maximize their profits, and they are right, then the others can think what they like and be totally irrelevant. The consumers will walk around them to the carrier which they prefer and if that's the CDMA one, it's goodbye to the rest. If all carriers stick to an anachronistic line, then yes, subscribers just have to make do with what's on offer. But competition tends to lead to somebody trying to get an edge, or EDGE if they are foolish. In other words, it's what the subscribers think which matters, unless it's as in Europe and the government bans CDMA in favour of a nannystate standard way of doing things. Turn people loose and what consumers think is what matters. Hu Jintao Rulz OK, Mqurice

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