Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 133.20

+5.7%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Boplicity who wrote (110099)	3/18/1999 11:28:00 PM
From: mauser96	Read Replies (1) of 176387

OTOTOT...You might be interested in the latest (3/29/99) issue of Fortune Magazine which has a very interesting article on Qualcomm. QCOM has only 8.2% penetration of cell phones in the USA and way less overseas. QCOM is entirely dependent on CDMA and he has powerful enemies that want other standards. It's obvious that for cellular phones to reach their potential(especially if using data transfer) a single unifying standard that can be used everywhere is necessary. According to the article this issue may be decided by the UTI, an agency of thee UN. Personally I don't have a lot of faith in the often corrupt UN, particularly since companies like Ericcson are closely tied to governments who will pressure the UN. Unless QCOM is able to maintain some good royalty income and win the standards battle against bigger oponents, I don't see how it can beat the quick moving, rich, customer oriented Nokia. To quote from the article " Qualcom's long-term success depends on it's version of CDMA being embraced outside the US" This is a long shot, IMHO..

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next