Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.03

+1.0%

3:59 PM EST

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To: see clearly now who wrote (12556)	7/18/1998 8:18:00 PM
From: marginmike	Read Replies (1) of 152472

There is one small difference between the box and Pizza ananlogies. If you buy a Dell, CmpQ etc there is no carrying costs. If it was cheaper to run a dell over time for both customer and carrier then this would diferentiate it from its competition. Pizza, Computers, and Beta max, Newton etc didnt have any cost of operation advantage. In actuality they were disadvantage because price of technologies and software and accessories were more expencive. If CDMA didnt have a cost advantage qualcoms future would be less bright. CDMA when at full tilt is cheaper for consumers and more cost effective for carriers. This and this alone is whille we will overcome GSM.

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