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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.35-0.4%3:59 PM EST
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To: JRH who wrote (30994)5/26/1999 12:39:00 PM
From: DanD  Read Replies (1) of 152472
 
Apple did not have patents on its technology. Apple was not broken solely by its refusal to license its hardware and sell its OS. It was a number of other reasons IMHO. It is interesting to note that the practice of licensing their hardware was stopped as soon as Jobs came back, and it has been a boon for Apple. The licensies were undercutting Apple and costing them business.
Q has patents for its technology that someone will have to do better or replace entirely. The reason for people going with CDMA is it is better than GSM or TDMA in quality, load and cost structure.
What would have to happen for Q to be dislodged as the future of the market is for someone else to create a technology that does not infringe on the patents and performs better. The effort has been so called WCDMA, and it is unclear if WCDMA does either.
The great thing about the patents and the royalty stream for the Q is the ability it gives them to invest in the future. Like Intel they can afford to be canibals. Pouring billions of dollars into research while selling there products at ultra competitive prices.
Others will try to compete. Like AMD to INTEL but as the years have proven in almost every industry it is very difficult to catch up to a leader. Usually it takes a shift in technology to make that happen.

Just some thoughts
Dan D
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