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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.13

+1.1%

Nov 26 3:59 PM EST

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To: Ibexx who wrote (3357)	8/8/1997 4:54:00 PM
From: JMD	of 152472

It seems to me that tero has added some interesting grist to our little rumor mill, inspiring this pot shot. Remember when the Japanese were going to rule the world because they were "taking the lead" in the development of High Definition Television (HDTV)? George Gilder wrote a series of columns saying, in effect, calm down, the Japanese have bet on the entirely wrong horse. All they're doing is enhancing an analog signal whereas the whole shift is to digital-- they are investing billions in a dead end. He wrote this while the U.S. Congress was seriously considering investing millions of public monies in a research consortium to jump start the U.S. lest we fall hopelessly behind in the HDTV race and remain in economic bondage forever. Well tero is right--the Europeans were earlier adoptors of cell phones, have a higher penetration rate of folks who gab on cell phones, and all the rest. They also have a multi-billion dollar investment in GSM infrastructure to support the gab habit. Thanks to the anarchy in the U.S. telecom industry, we are flailing away with multiple technologies and confusing the hell out of everybody in the process. But a funny thing happens as a result of the free for all which is that the best toys win. GSM/TDMA is as dead as HDTV but it will take several more years to fall over. It must be very difficult for tero and other Europeans to grasp a technology shift of this magnitude given their prior affiliation. But when the Koreans surveyed the field, with no entrenched allegiance to any technology, they picked the one that was the "best" as have virtually all countries with no history to protect. The battle will be fought in years not months but the outcome is quite predictable. Just my two cents. Regards, Mike Doyle

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