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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 168.65-3.1%1:07 PM EST
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To: Gregg Powers who wrote (18486)11/18/1998 10:05:00 AM
From: DaveMG  Read Replies (1) of 152472
 
Gregg,

Do you think the time will come when QCOMs' model creates problems with handset and device manufacturers? If I were Samsung or whoever I might resist buying your chipset if you're going to turn around, leverage my purchase and "beat me over the head with it". Maybe I would look to VLSI or someone else, assuming they're marketing a competitive product.

I keep thinking about Intel. Intel is always "Inside", and I presume they've chose not to be boxmakers for a reason, after all they would have the penultimate competitive advantage.

dave
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