Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 154.12

-3.3%

3:59 PM EST

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To: Gregg Powers who wrote (8372)	2/10/1998 9:12:00 PM
From: limtex	Read Replies (2) of 152472

Gregg - These are my concerns long term:- 1. Politicization of the mobile phone industry ( and the WLL industry). In an earlier post I asked what representations had been made by the Finish and Swedish governments on behalf of NOKA and ERICY respectively with respect to any material interest of either of those two companies. These companies are too important to those countries for their governments not to be very concerned were they to slip in any way. Maybe BA and others like it can get the US government to help out internationally where necessary but I doubt Q could get the same level. There are established global players that are good at dealing with "local customs" and politicians around the world. Let these guys take the strain and leave the Q to grow and flourish in the highly creative California technology hot house. All this is going to slow down deployment which brings me to my second point. 2. The longer Q takes to get these systems rolled out the more the opportunity for others to get in or for a competitive system to appear ( agreed not in sight at the moment but we are in a high tech world so I wouldn't rule it out). 3. The Q reputation is now well enough established in the world industry that were it to concentrate on the intellectual property and develop their patent assets they wouldn't have to worry about the kind of little local problem that occured in Russia and no doubt will occur elswhere. With the right partners Q will get its products deployed accross the world that much more quickly and that will tend to maintain margins. The converse is also true. Having said that I think the Q's management will drive the business into the big league. SHORT TERM Who knows but my guess is that the stock is at best going to drift until either the announcement of a v.good contract or installation or a quarters results showing that the Korea problem is history. Regards, L

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