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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 176.37-1.6%3:58 PM EST
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To: Maurice Winn who wrote (6504)12/15/1997 2:05:00 PM
From: dougjn  Read Replies (1) of 152472
 
The barriers to entry for competitors to G* are very, very high. Takes years to design a system. Only two or three other Cos have the expertise to do it, I believe. The launch capacity has to be reserved way in advance. And of course it costs billions, which will probably be the least of it going forward, but has had a big impact on keeping the initial entrants to two.

G*'s ability to withstand competition is also helped considerably by G*'s exclusive right to CDMA form Leo narrowband (telephony). (Anyone know for how long?)

N'est pas?

Doug
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