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To: SecularBull who wrote (16331)	1/25/2000 1:25:00 PM
From: sand wedge	Respond to of 54805

LoF, The technology is the beginning of the game; the vision, strategy and execution of the company, is what sustains it. You say there are several examples of the opposite, I suggest you look at CSCO.

To: SecularBull who wrote (16331)	1/25/2000 1:38:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

don't you see the lock on CDMA as an inspiration to others to displace QCOM's advantage in this cycle of discontinuous innovation Of course! I am sure someone out there would love to discover a new law of nature that would give them a better delivery system for cell phones. I am not going to hold my breath waiting for it to happen. Having a lock on the technology is not always the best LONG TERM strategy. Really? I cannot imagine a better one! But how many instances in the past can you point out that the company with the lock was on top indefinitely? Define "Indefinitely"! From the standpoint of investors on this thread, we will point to MSFT, CSCO, and INTC, for starters. Fiber, we seem to be covering a lot of ground with you that has been plowed on this thread at length. I have read your profile and your posts, and I really think your main interest is short-term plays. A lot of us also do short term, but we come into this from a long-term perspective. This does not make us better persons than you, or smarter. Just different. I really don't think you are going to find this thread is a compatible place for you. If you just want to argue with us, to pass the time, fine, but we have found that people who think as you do are happier elsewhere.

To: SecularBull who wrote (16331)	1/25/2000 1:42:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

But how many instances in the past can you point out that the company with the lock was on top indefinitely? Hmmmm... CSCO, INTC, MSFT. All gorillas with 8-20 years of dominance. Of course, "indefinitely" could mean "forever", in which case this discussion is moot because we will all be dead. BTW, LoF, CDMA is based on a breakthrough in physics, not simply a standard protocol, like TCP/IP. Thus the Q lock on IPR is extremely strong. New break throughs in physics would be required come up with a more efficient, less expensive wireless communicatins protocol.