SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?


To: engineer who wrote (4469)12/22/1999 11:05:00 PM
From: John Biddle  Respond to of 13582
 
My guess is that NOK has people working on one or more phone(s) using Q ASICs as a fallback just in case. I could be wrong of course.

I mentioned Clayton Christensen's book The Innovator's Dilema on the other thread as a tour de force explanation of why the winner of one technology rarely repeats as the winner of the next. I think this is a classic example ansd I believe NOK will fall from 1st place, but it won't be tomorrow and it won't be to the bottom.

My bet is firmly with Q.