Qualcomm Incorporated (QCOM) Message Board

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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: JMD who wrote (21437)	1/16/1999 12:33:00 PM
From: gdichaz	Read Replies (1) of 152472

Mike, Hey, your point isn't too technical even for me. You may be right. Infrastructure has been and probably will continue to be where the big boys have major advantages - deep pockets, long term relationships, et al. Right. But just as it might be argued that the Q should leave the production of handsets to others, I am skeptical of the wisdom of eliminating any major link in the CDMA chain. Yes, not giving major emphasis to either handsets or infrasture may make sense but cutting and running does not IMO. There are major advantages to the Q to participate at the leading edge of phone production and infrastructure if for nothing more than to be involved in the entire CDMA chain to spot problems and opportunities that may weaken or strengthen the CDMA chain at any point. The Q has in fact suffered up to now IMO by not being in the delivery of services itself directly. The CDMA service providers have been the weak link in the CDMA delivery chain IMO. But that is history. In any event, I, for one, trust the Q's management to make the right decision on both infrastructure and handset production. Might as well, they are the ones who will decide. :-) Chaz

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