Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.96

+1.4%

3:59 PM EST

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To: Ramsey Su who wrote (13853)	8/17/1998 12:13:00 PM
From: tero kuittinen	Read Replies (4) of 152472

That was a brave attempt. Extra points for reinventing our sentence structure. Hopefully nobody will get offended, but I'm going to say something on topic... this other stuff is getting slightly out of control. Awesome 1997 marketshare figures for Qualcomm. 1998 should be great. I think Nokia was suffering from the fact that it had a dated model line-up and they should show a susbstantial rebound this year now that the new models are out. Having CDMA phones now on market won't hurt either. I don't think that Qualcomm will have as easy gains in the future now that the competition is crowding in. It's going to be interesting to see how the convergence issue will impact on these companies... how much interest consumers will have in phones that incorporate GSM/TDMA/CDMA in some combination? In the 2-3 year range you'd expect a huge boom in this market. I would think Nokia is best positioned now to bring out a CDMA/GSM phone. It could be that in a couple of years any company that can't offer a worldphone solution gets squeezed out of high-end phone market. Tero

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