Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.62

-3.9%

3:59 PM EST

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To: marginmike who wrote (30040)	5/14/1999 1:01:00 PM
From: Gregg Powers	Read Replies (5) of 152472

Marginmike: You are being too simplistic with you bankruptcy assumption. What needs to be understood is whether Iridium's problems derive from a short-term financing/liquidity issue, i.e. they ran out of money before they could ramp the service sufficiently to achieve self-sustaining operating cash flow OR a structurally flawed business model. The business model is dependent on the cost of service delivery, the quality of the service, the cost of network support, operating and maintenance and the overall demand for such services. Technology is a significant factor. GSTRF has a different business model and is a lower cost service, so...as I have often commented with regard to ATT Wireless...what would you pay for the world's most INefficient minute factory? If Iridium has a material and structural fully-loaded cost-per-minute disadvantage versus GSTRF (and others) it may be toast regardless of capitalization. All the best, Gregg

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