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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: tero kuittinen who wrote (23255)	2/23/1999 12:29:00 PM
From: Jeff Vayda	Read Replies (1) of 152472

Tero: Just another shameless plug for yourself and a lack of even handed journalism. You are quite good at mixing apples and oranges to suit your needs. First you state the advantage of being the technology leader. Then you state that each company has had difficulties producing a competitive phone - while conveniently failing to mention these companies are having difficulty with their own components in the phone. It might have been more even handed to mention that the acknowledged leader, Qualcom, is showing the field "the difficulty in entering a high tech market after you have allowed the early adapters to build up a lead of 1-3 years." Credit where credit is due. I understand the space limitations of a large and complex subject matter, I understand an author's point of view and I understand slanted self serving journalism. You can do better. Jeff Vayda There's a major problem here - the early technological lead built up by the original mobile phone companies. A couple of years ago it was widely assumed that the Asian companies would easily wrest a big chunk of global market share from Motorola, Ericsson and Nokia. That did not happen. As a matter of fact, even in the rapidly expanding US market for digital phones the combined market share of these three companies actually increased during the first three months of 1998, according to Dataquest. This happened even though one of the companies does not manufacture CDMA handsets and the other two could not offer competitive models during the first half of the year. Globally, as Nokia picked up an extra 4% in volume sales, Motorola lost roughly that amount. What is going on? To put it simply, the Big Three are in different phases of their product cycles. When one or two of them falters, the rest pick up the slack. The smaller fry are pretty much left treading water. The situation derives from the difficulty in entering a high tech market after you have allowed the early adapters to build up a lead of 1-3 years.

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