Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 158.64

+1.5%

9:46 AM EST

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To: JMD who wrote (8105)	2/7/1998 1:49:00 PM
From: DTA	Read Replies (3) of 152472

Agree that Q needs to get into Europe yesterday. Seems like the recent about-face reveals a little confusion over the core business, the requirements implied for sustaining a long-term enterprise, and the routes chosen to achieve some vaguely defined end states. Seems to me (first-posting holder of a 1000 long) that the Q needs to get CDMA established generally everywhere (except maybe east jesus) before it depends on selling a $500 single-mode phone anywhere. CDMAone is a superior piece of engineering; a $500 phone is, at least to this nonmarketing type, a questionable strategic vision. CDMA, then ASICs for CDMA, then phones with ASICs for CDMA. Asia, North, Central and South America, Europe, and then the developing world. My guess is that it will languish in the 40s, and 3 years from now will be 5 times that. Regards, Duane Anderson

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