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


To: Bux who wrote (1315)9/7/1999 4:27:00 AM
From: Caxton Rhodes  Respond to of 13582
 
The key is to show what cdma phones can do, period. The PDQ don't forget is a palm pilot which has a lot more features than the Neopoint. The key to Q's success is the success of ALL, AND I MEAN ALL, cdma products and services. The sooner cdma dominance in performance, price, and capacity is actually demonstrated, the better for the Q. Too many analysts and investors are focusing on the trees and not the forest.

If innovative manufactures can't expect profits why would they want cdma to succeed? Q's success depends on the success of cdma, the success of the service providers, the success of competing handset manufacturers, the success of Q chipsets, the success of Q handsets, royalties, and the future opportunity of Q software upgrades. Investors/analysts looking at only one piece of the pie, will miss out on the huge opportunity that will become increasingly evident as wireless phones and service become cheaper and better.

GSM is Toast.

Caxton



To: Bux who wrote (1315)9/7/1999 4:36:00 AM
From: engineer  Read Replies (2) | Respond to of 13582
 
You know, I had not seen that NEOPOINT was a licensee yet. I would wonder what terms they get on their lic agreement? Does anyone have any info from this?