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

To: jack bittner who wrote (51474)	11/23/1999 8:12:00 PM
From: Eric L	Respond to of 152472

Jack, << did you omit one when you wrote <the Big Three, Lucent, Nortel>, or are there 5: an unnamed Big Three + lu, nt? if it's a third, is that csco? >> The Big Three in Wireless Mobile Telephony is Nokia, Ericsson, Motorola. All 3 do infrastructure (80% of market ????) and mobile terminals. Lucent, Nortel, Alcatel are serious players. CSCO will play. << 2) does being committed to make a technology work mean more than having a contract to build a system? >> IMO it does. It involves a commitment to survive as a viable player in the market. No failure permitted. << will the superior technology win out over the installed base >> Not necessarily. Not even probably. Particularly if you are involved with committee based standards with high switching costs as opposed to proprietary open architecture with its own high switching costs (cdma, Q)and lack of conformity to the existing committee based standards (cdg cdma QCOM v. ETSI GSM or UWCC TDMA. << how can Q lose? >> Q is not losing. - Eric -