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

To: MileHigh who wrote (40398)9/10/1999 6:50:00 PM
From: Caxton Rhodes  Read Replies (2) | Respond to of 152472
 
Q will enjoy the same barrier to entry GSM had. Rambus's barrier is not nearly as high. Q's cdma will allow a lot og players to make lots of money, a love hate relationship to be sure.

Caxton



To: MileHigh who wrote (40398)9/10/1999 8:42:00 PM
From: marginmike  Read Replies (1) | Respond to of 152472
 
Has not hurt MSFT yet?



To: MileHigh who wrote (40398)9/10/1999 10:31:00 PM
From: Uncle Frank  Read Replies (2) | Respond to of 152472
 
>> is Q loved or hated due to having the lock!?

In the Gorilla Game, Moore postulates that Gorillas are hated by their value chain because they exert such powerful control over anyone using their ip. Being hated by the carriers would be just one more confirmation that Q is one of the rarest of Simians, an Enabling Gorilla!

I just listened to the Everen interview for the 3rd time. Mark Roberts is a pretty sharp analyst <g>.

Franq


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