Silicon Investor (SI) -- The First Internet Community

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 : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: MileHigh who wrote (39464)	9/2/1999 1:47:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 152472

My response was made in all sincerity, MH. Gorillas can stumble, but if they are in a strong Tornado, the market won't punish them severely. CDMA adoption rate is the metric indicating the strength of Q's Tornado, and is much more significant than a temporary parts shortages, if one even exists. I am led to believe that saw filters may be a constraining component. As far as the handset business is concerned, this has been a point of debate for several months. The decision makers have to be Dr. Jacobs and his management team; I don't think we have enough data to understand their considerations. Fortunately, they have a record of making the right moves on a timely basis. Frank

To: MileHigh who wrote (39464)	9/2/1999 1:58:00 AM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 152472

MH- That's not it. This is it: 1) Have cdma become the world standard by a) perfectng and patenting the technology that produces the highest quality and most cost effective infrastructure (including a cut for the Qualcomm), and b) the highest data rates. This creates a huge world market from which the best players can feast. 2) make the infrastructure so cost effective that wireless minutes at 3 cents create such a demand that it can support the infrastructure build with good profit margins for companines like PCS and T. 3) Produce the best chips for infrastructure and phones/handheld pcs. These are High margin items. 4) make money on selling Qualcomm phones/handheld pcs. In other words, create a wireless voice and data war, sell the bullets, and get a cut of all the armament. That's the deal. Caxton