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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 173.96+1.4%Nov 11 3:59 PM EST

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To: DaveMG who wrote (20886)1/6/1999 3:48:00 PM
From: Clarksterh  Read Replies (1) of 152472
 
DaveMG - Nice to see someone commenting on the WSJ positive article. And not only that, it was more accurate then the vast majority of pieces, whether positive or negative on Qualcomm (remember that positive Qualcomm article in the SF Chronicle - positive but pretty poor on facts.)

I think you found the only real point of confusion for the author - s/he doesn't quite understand all of the evolutionary issues between W-CDMA, CDMA-2000, IS-95, GSM et al. But nothing was strictly speaking wrong, just a little confused and that's far better than most articles on Qualcomm and CDMA.

As for

The Gov and mkt fundamentalists are rallying around this free marketplace clarion call, “let the mktplace decide”. While this sounds good in theory I think most of us would probably agree that the plethora of digital wireless standards here in US has been a pain in the ass, even though without it t Q might never have gotten CDMA off the ground. Is this really what we want perpetuated?

Just to take the other side - eventually the dust will settle out and there will be several carriers with a US national footprint and in the interim it has encouraged new technologies. Sure it takes an extra year(?) to get to good roaming, but is that really to high a price to pay for the continual economic benefits of innovation. (Note that the European situation pre-GSM was a little different. There the problem was national interests - no one wanted to change their technology or allow in other players since telecom was, and still is to a lesser extent, a national asset. Thus roaming stunk and would likely never have been fixed without government intervention.)

Clark
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