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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.19

-0.6%

3:59 PM EST

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To: JMD who wrote (11076)	6/3/1998 11:04:00 AM
From: Jeff Vayda	Read Replies (1) of 152472

JMD I find all the 'my dad can beat up your dad' talk to be humorous. Only in the rare case will a company abandon current infrastructure for a completely new set up. Many times it is not the cost of the hardware or the cost of change over which constrain the equation. It is the front people, the people who use and maintain the equipment. Companies (read management) can start out with a nice vision to update to the latest and greatest. Once in the middle they come to find out the easy part is the hardware. It is very difficult to quantify the costs associated with changing a corporate hardware standard. Multiple hardware set-ups/formats are expensive to maintain. Management runs a risk if the transition is not quick, effective, and intuitive to the new internal users. Down time due to not understanding the system well enough to use or support it is death to a service company. Many of the telecoms would rather expand what they know; being comfortable with the technology and realizing the limits, rather than to try something new - even if it promises better service. I have seen quite a few good ideas and initiatives die on the vine simply because the people who had to use the hardware were not comfortable with it and thus did not support it. All that said, CDMA is better and will continue to gain in new markets where the infrastructure supplier does not hold a corporate basis for another system. Will that be enough for Q* to make gobs of money? Time will tell. I personally think that the corporate talent might be spread a little thin with the full plate Q* has made for itself. The coming company split is a step in the right direction. "Jack of all trades and a master of none" is not the way to gobs of money. Jeff Vayda P.S. OT Looks like you might have to impose a 4K word/post limit on Tero!

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