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

To: Webster who wrote (5707)	1/26/2000 9:13:00 AM
From: Ramsey Su	Read Replies (1) \| Respond to of 13582

Webster, from a less technical perspective of the conference call: I hear some concerns about being labeled a monopoly. Dr. J would not be too smart to announce to the world that everyone HAS to buy QC ASICs. We are already getting rumblings from Korea about royalties being too high. We keeping hearing that China may think QC is driving too hard a bargain. From the pure business standpoint, it may be better to remain low key. Afterall, MSFT would never come out and say that we will squash Apple, Linux and whoever. Or would Intel say that we plan to cream AMD. Even though that is exactly their intention. QC really shouldn't come out and say "MOT and NOK, give up on your chipsets and buy them from us." Furthermore, the telecom arena is now a free for all. Forget the standards. First to market is the strategy of the day. QC is so far in the lead. Just imagine how different the picture would be, if VOD makes some favorable announcements, or China. I just have to wonder if whoever is selling actually heard what management said on the CC? Ramsey