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


To: LBstocks who wrote (4797)1/4/2000 9:51:00 AM
From: kech  Respond to of 13582
 
LCNG posted this on the other thread but should have posted it here since this is where fundamentals are discussed.

Message 12455096

My interpretation is that Tiernan is overemphasizing the ability of some new "technical innovation" to replace Q and CDMA. Keep in mind, it is not just the development of CDMA that got Qualcomm to where it is, but all of the business model of Qualcomm in handsets and infrastructure were required to make it happen. Not sure Tiernan understands this. Tom