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

To: qdog who wrote (1785)	9/22/1999 11:07:00 AM
From: Valueman	Read Replies (1) \| Respond to of 13582

At best you will get an overlay short term, but all the technologies are well established and entrenched for the next 5-10 years. You also run the risk of facing a consumer backlash, if you attempt to have them buy new phones. Everyone is going to dance with the girl they brung J. ....although the folks in Australia might beg to differ with that statement.

To: qdog who wrote (1785)	9/22/1999 12:24:00 PM
From: RoseCampion	Read Replies (2) \| Respond to of 13582

qdog - yesterday, over in "Maurice's thread", you wrote: Frankly, I'm beginning to believe there will not be a 3G standard and that it will have to wait for 4G. The ITU will not, according to their webpage on IPR's, support a company's pursuit of creating a monopoly. Also, any standard issued by the ITU is non-binding, so Europe, US and Japan may not go along with it any how, especially if QCOM is unreasonable about licensing it's IPR's. This story is far from being settled and over, and by no means a slam dunk. I'm very surprised there hasn't been more discussion of this comment - I would think all Q investors, whether short- or long-term, would be keenly interested in the outcome of the ITU 3G standards-setting process. If the ITU really refused to endorse a CDMA-based 3G standard, or even delayed it past the end of this year, wouldn't that have an immediate and devastatingly negative effect on the company's roadmap, its Gorilla status, and (needless to say) its stock price? I've appreciated your commentary and knowledge and see you one of our strongest bulwarks against 'groupthink'. Don't stop. -Rose-