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%

Dec 23 3:59 PM EST

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To: ED PLOPA who wrote (1334)	12/23/1996 1:15:00 AM
From: Maurice Winn	of 1819

hutchnet.com.hk That's the Hutchison page from Hong Kong. As you can see, the CDMA phones are cheaper. AND Samsung are competing too in the handset market. Products now selling. Interestingly, on the other Hutchison page, hutchnet.com.hk they have different pricing for the handsets?? With Qualcomm dearer than Samsung. I guess they are having trouble keeping their web page up to date or I misread it. They also have the standby time and talk time different from what Qualcomm claims!! Much less. Hmmm, not good for sales. Thanks for the comments Ed. On breaking Qualcomm up, I don't believe that would add value at present. The company is still small enough and synergistic enough that my preference is that they continue as they are - distinct, separately managed business streams, but within one company. I suppose at some stage it might be better to separate businesses into separately listed companies, but they have already done that with Globalstar, NextWave and Qualcomm Personal Electronics. They could have just developed those in-house, but I think wisely took a share and moved them out. Maybe they'll do that with other aspects of the business, but I don't see the need for it yet. Eudora is one that could be separated once it is really big. They do have a big market share, but they have to handle that with kid gloves. One false move and it'll be game over. So far it looks good. Giving away software by the million. Charging just for premium service. Just as Omnitracs funded CDMA, CDMA can fund Eudora, while maybe starting to show some profit at some stage, but I'd rather they make the best of the technologies they have got an excellent chance of being winners in. Eudora could be really big if they can link other stuff to it since email is a dominant Web function. Maurice

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