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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: rudedog who wrote (144396)	10/12/1999 6:56:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 176388

* OT * >> part of what has made Q go is just that they happened to be in the middle of the stream when the torrent came through I'm surprised by that assessment, rudedog. It trivializes the work of two of the top scientists in the field of broadband communications (Dr.s Viterbi and Jacobs) who had a vision and spent over a decade developing, patenting, and marketing their discontinuous innovation, the cdma air interface. The cellular market was years into its Tornado phase before Qualcomm was able to overcome the deeply vested (tdma and gsm) interests that had blocked their entry through legal and cartel methods. To my estimation, Q's success is clearly based on technical merit, planning, and persistence. What part of your "gut feel" test do they fail? I think that if you take the time to study their business model, which is based on their ipr, you may come to a different conclusion. You'll see a company poised for dell-like growth and msft-like margins. Sorry to take up bandwidth on non-dell matters. I was cruising through the old neighborhood checking up on the gang when your comment caught my eye. Best regards, Frank

To: rudedog who wrote (144396)	10/12/1999 12:26:00 PM
From: Boplicity	Read Replies (2) \| Respond to of 176388

ot ot ot re: But part of what has made Q go is just that they happened to be in the middle of the stream when the torrent came through. You do not know what you are talking about. You should read more about QCOM, before making off the cuff statements like that. CPQ, COMS, MSFT, ORCL, all the old line tech companies have acknowledge the importance of wireless, further proof that wireless is going to drive the hightech market going forward. I pointed this out to you many months ago. You should read about 3G, once you do, you will see that QCOM holds the key to it, and you will see the error in your statement. Also, read about WAP, HDR, and bluetooth while you are at it. Greg