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

To: Ruffian who wrote (52453)	12/3/1999 11:42:00 PM
From: 100cfm	Read Replies (2) \| Respond to of 152472

At this point what the committee chooses is irrelevant. the market will choose what the standard will be. the committee has chosen 5 standards, three of which are Q's, one is a glorified cordless phone and the other one dr J stated in BW interview that it will not work well at all with data. that leaves the market with one choice as a standard, Q. also in Q's case the architecture is proprietary, cdma is q's architecture to which it holds 99% of the patents and therefore wields complete control. I'm not sure but i think you are getting standards and architecture mixed up. motorola,nokia cannot be chimps to Q because they are not competeting against Q directly. ericson will be a chimp in regards to competeting with Q with gsm. motorola,nokia and erickson are part of Q's value chain by selling cdma phones and infrastructure. Q selling the handset division represents no more a relinquishing of power over the market then if intel were in the manufacturing of pcs and then sold that division. intel still would have total control of the market thru chip superiority and continuous chip advancements as will Q. when you say it won't be Q's tornado, whose tornado will it be then? 170% annual growth in cdma subscribers seems to be tornado status to me. if Q is not yet a gorilla and the tornado not yet begun then i need to go back and rtfm again, and more slowly. 100

To: Ruffian who wrote (52453)	12/4/1999 11:26:00 AM
From: GO*QCOM	Read Replies (1) \| Respond to of 152472

QUALCOMM :THE ULTIMATE GORILLA. Ruffian your take on Gorilla status is viewed through a tunnel rather then seeing broadly.QUALCOMM is in the enviable position of the ultimate gorilla status.QUALCOMM's technology has clearly demonstrated a disruption in GSM's path.Some companies saw it early ,such as AT&T equipment (now Lucent),Motorola,Samsung and Nokia.Ericsson claimed CDMA would not work in desperation to stop it and finally capitulated.The manufacturing of all CDMA equipment and semicondutor ASICS,filters,software ect, ect is based on QUALCOMM's patents and the standard IS95 and soon CDMA2000 and WCDMA not to mention the "standard elasticity "of the IS95 capability of QUALCOMM's new HDR.QUALCOMM's patent position puts them in a position of a toll booth like royalty stream that no one could enforce without comprehensive IPR patent development that QUALCOMM commands.The other Gorilla factor is the complexity issue of manufacturing CDMA equipment.The evidence is clear that all who try ,struggle and can't seem to get a decent product out the door without QUALCOMM's help ,in addition to QUALCOMM granting the licensing to make CDMA stuff.Ericcson purchased QUALCOMM's infrastructure division to surmount the huge gap, that this huge worldwide telecom company faced ,when they capitulated.QUALCOMM's many generations of chips keep the competition scrambling to keep up as there brain trust keep evolving and stunning the wireless world .QUALCOMM is clearly sitting on top of a HUGE,HUGE wireless industrial CDMA complex that is, each day scaling upward ,to meet the CDMA thirst of the world.This is causing the fastest growing wireless technology in history to confound even the best strategic industry analyst.CDMA allows millions and millions of wireless users to log on to the internet and is creating a whole shift in computing to mobile.These changes are huge in dimension and promise to continue to bigger and bigger capabilities.The Ultimate Gorilla would be the company in control of a vast infrastructure in a new industry by virtue of its patents leading the market and fueling the market to demand its IPR.The earnings from something this global broad base will eventually surpass the capabilities of the largest of Gorillas and they will want to be a part of this extraordinary growth so they become partners in knowledge.The other Gorillas now want to move into the neighborhood to get close to the leader,to complement it and to grow bigger from it.The hypergrowth is there and evident now in the stock price of QUALCOMM.The question is at what level of the tornado are we in?I suspect we are in the lower funnel of a long column all the way up to heaven.

To: Ruffian who wrote (52453)	12/4/1999 3:18:00 PM
From: phatbstrd	Respond to of 152472

Good morning mp! Just a reminder, but didn't Gilder himself call Q a gorlla just recently?? Talked with D Grannis a couple of days ago and our conversation was enlightening to say the least. We talked about acquisitions of chip companies with the main intention of obtaining engineers, and if chip making capabilities comes with then so be it! I don't really believe you have that much fear about Q, I've read your posts and see your abilities to think through the ENTIRE PROCESS. However, we all do need some reassurance now and then and the replies sent to you are within a reasonable conclusion and should be considered! your pal , Phatbstrd