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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 159.42

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3:59 PM EST

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To: A.J. Mullen who wrote (109253)	2/2/2012 9:17:13 PM
From: Maurice Winn	2 Recommendations Read Replies (1) of 197243

Very much so: <wouldn't you like it to be confirmed by someone speaking for Qcom? And, if not, wouldn't you too like to know how Qcom produced a stunning demo model years before the so-so production model? > Secretive corporate culture is a great negative in my book. Yes, production enables improvements due to economies of scale, experience, fine tuning, and new ideas, but I can see that it's possible for a demonstration unit to be better for various reasons. Qualcomm tends to have all sorts of information available only to insiders. There isn't much information which needs to be secret. In the oil industry, lubricant formulations were considered top secret. Once, Shell inadvertently sent us all their formulations [in paper form, as things were back in the day]. One of my team came in to me quite excited that we had them. I said there didn't really seem to be any point in bothering to waste time reading them, or doing anything about it. [Never mind whether doing so would be legal or not which it probably was]. So we just sent them back, unread. Maybe I should have phoned Exxon or somebody to see whether they'd offer me money for a copy - that didn't occur to me and isn't my inclination anyway. Apple is seriously silent and people think that's a good thing. Maybe there's good reason for some things such as avoiding software walking out the door. Mqurice

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