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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.42-1.2%3:59 PM EST
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To: Ramsey Su who wrote (8451)2/12/1998 10:29:00 AM
From: bananawind  Read Replies (1) of 152472
 
Ramsey,

Your comments about Q-phone demand imply that price is a large factor.

The biggest mistake, (my opinion), is the Q phone. I think the co clearly overestimated demand, especially in Korea. Sounds like they are moving production capability to the lower lines which are still in high demand.

In one of his posts Gregg Powers recently stated that this (price sensitivity) is currently not a major factor in Q demand. He said the falloff domestically was due to the slowness of the PCS buildout in some areas, which leads to spotty coverage. This in turn leads to either a dual-mode choice, a non-cdma choice, or a non-subscriber.

I can confirm that this is the case in the state of Florida, where Primeco has a much larger footprint than Sprint, but both are far from having statewide coverage. In my own neighborhood four PCS operators have been held up for seven months by a county moratorium on towers. I've heard this is going on all over the country. Although the Communications Act says local govs can't ban the towers, it gives them enough room to allow local politcos to make some hay with the NIMBY crowd and delay things for quite a while.

IMO, none of this constitutes making a "mistake" with the Q-phone, and having Hansol cancel their Q-phone order can hardly be attributed to poor management. -JLF
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