CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST! Message Board

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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!

QCOM 174.76

+0.3%

3:59 PM EST

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To: ED PLOPA who wrote (1334)	12/22/1996 8:01:00 PM
From: (no name provided)	of 1819

QCOM won't be MSFT. Reasons: 1) software needs little manufacturing facilities. Hardward depends on solid algorithms AND high quality low cost manufacturing, the latter is more important because in real world people can and will give up a little performance in exchange for a big price cut. For QCOM to be king, it should have built its OWN manufacturing earlier. Now QCOM has to partner with others to build the hardware, lose a big piece of pie. 2) MSFT has a global dominance of the desktop PC market. PC software is MSFT by default. QCOM's IS-95 doesn't have such advantage. Half of the world (nearly entire Europe along with other countries total 80+) uses GSM (TDMA). Neither camp will give up. GSM has been up and running for a few years now. Therefore mentioning digital PCS doesn't necessarily mean CDMA. 3) Within CDMA there is infight regarding which standard rules. QCOM faces tough competitions from several angles. 4) MSFT has a big partner:INTC. QCOM is all by itself. Just my 2 cents. e.

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