Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 156.34

+1.4%

3:59 PM EST

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To: limtex who wrote (8299)	2/11/1998 10:54:00 AM
From: bdog	Read Replies (1) of 152472

limtex: Re your post, "What I am saying is that they are in an industry that outside of the Us is politicized and becoming more so each day. It takes more than being a v.good businessman and a brilliant engineer to be a "world" player (unless you have something that no-one else has and everyone wants ie MSF or the like)." The point is that QCOM has something that no-one else has and every (wireless telephone provider) wants. Namely more powerful and efficient technology enabling more (and better) phones/$ unit of infrastructure. For that there is no current alternative to CDMA. Q management may seem a tad sanguine in response to all the political maneuvering but I suspect that is appropriate, They might as well just keep on working their plan in the knowledge that in the fullness of time the providers will have little or no choice. If they want to play, they'll have to pay!

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