Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.96

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3:59 PM EST

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To: marginmike who wrote (22521)	2/5/1999 10:32:00 AM
From: tero kuittinen	Read Replies (2) of 152472

mike - there's no way I can win a debate on this board. If I respond to individual comments, it takes about four posts for people to start demanding that I stop posting here. If I post at Nokia board, I'm "vanishing". I got 16 responses yeaterday; there is no way to respond to all of them and not be accused of spamming. As you well know, Qualcomm is not offering the new phone yet. They are not even saying which quarter it will start to ship in, which is standard practice in this industry. When you look at how badly the recent Q-phone was delayed, it's not unreasonable to suspect that the new model may not ship in volume before fall. The volume shipments are the key here - when a company can meet the demand for its products. Some see it as a positive that Qualcomm handsets have been capacity-constrained for a year. I'm not sure it's a source of pride. Qualcomm will be offering a week's stand-by time approximately 16-18 months after Nokia introduced the feature. It's a solid achievement, but it does not excatly place the company on the cutting edge. By next summer, the competitive situation in this industry is different than it is now. That's why it's hard to work up enthusiasm about products that are pre-announced without firm launch schedules. You can look at Qualcomm's past record and say: "OK, but this time they won't face delays". Or you can assume that they will be the same company they were last year. One of these approaches is based on faith, one on evaluation of facts. I still haven't heard how W-CDMA can be a concept based on cdma2000, since it has been undr development for well over half a decade. Tero

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