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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: marginmike who wrote (15341)	9/22/1998 7:22:00 PM
From: Dave	Read Replies (2) of 152472

Mike: "Who cares, analog is obsolete, and when 3g is introduced so will GSM." Well, one of the differences between Analog and GSM/TDMA/CDMA is that it is digital. When will 3g be introduced? AMD is gaining huge amounts of market share. Therefore, by your logic everyone should dump Intel and purchase AMD. Right? I think not. Then why is there the aspiration of all companies to be the number 1 or 2 in their respective fields? Why not be the faster growers? Unfortunately, mike, your logic is flawed. Ericy and Mot are getting killed for slightly similiar reasons. ERicy b/c they do not have a good handset compared to NOkia. Mot is getting killed b/c they lack a digital handset. Although the Startac looks pretty cool! Nokia owns the digital handset market. You have yet to accept that. Of the digital wireless infrastructure, meaning TDMA/GSM/CDMA, what percentage is TDMA/GSM, in the world? I would venture to say that it is over 80%. That is 80% of the existing infrastructure has a clear upgrade path. dave

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