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

To: cfoe who wrote (3393)	11/18/1999 12:03:00 PM
From: Wyätt Gwyön	Respond to of 13582

I am just now reading the Innovator's Dilemma by Christensen--I can see how it provides a very interesting lens for viewing the CDMA situation and recommend it. The key issue with all the HDR talk is that naysayers like Forrester say there is no market for high-speed data...just like there was no market for 3.5-inch disk drives before laptops and so Seagate ignored the market even though they had 80 prototypes 2 years in advance--created by engineers, killed by market and finance departments...somebody's gotta be first, and if q can nudge the value network along with some dollars, so much the better.