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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: JGoren who wrote (856)	8/15/1999 5:00:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 13582

Motorola was early into CDMA and did work on it. They installed the first commercial CDMA network [in Hong Kong] and have enjoyed a good market share. They had problems with handsets, failing to produce them in time for the Hong Kong launch but Qualcomm came to their rescue by supplying Qualcomm handsets. I think Motorola would easily show that they worked all along on CDMA. It just wasn't easy. Some staff moved from Motorola to Qualcomm. It was definitely not "late in the day" that Motorola followed through on R&D. Motorola seems to me to adopt the philosophy that a customer is something which you take money from and Motorola has a litigious bent. They have what is now the conventional approach to business which is to keep emotions out of investing, take what you can get and that harsh sort of approach. As Ericy said on taking over infrastructure, they require responsibility and accountability. That's fine and necessary, but omits the more important creative element of fun and 'go brain go'. The customer and wider world is something with which a business becomes symbiotic rather than parasitic. I think Motorola [along with most businesses and I might add SI investors] adopts the parasitic approach. Qualcomm's philosophy is symbiotic. A super leader in the concept. [Which should not be confused with namby pamby which is the common mistake which the parasitic mind makes in regard to lovey dovey symbiotic business practise]. Qualcomm has licensed a swarm of CDMA suppliers, has formed joint ventures with Sony, Microsoft, Nortel and others. Has funded and spun off Leap Wireless International and NextWave Telecom. Bought into Phone.com [previously called Unwired Planet]. All sorts of things. Plus the whole tone is one of reason, honesty, good values and concern for people. No wonder Qualcomm does well. Mqurice