Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Maurice Winn who wrote (6509)	2/15/2000 6:23:00 PM
From: cfoe	Respond to of 13582

...[though some delays would result from having limited R&D people and budgets and some timing issues - don't want to go too early or too late]. While NOK's actions could look premeditative and conspiratorial, this is more an example of how an established company deals with a disruptive innovation (per George Gilder CDMA is the quintessential disruptive technology). They try to fit the disruptor inside their already existing way of operating (executing corporate directives and priorities). This will not work - for NOK or anyone else in this position; Christensen's research has it zero successes out of many attempts. And with the likes of Kyocera coming into the CDMA market, it is only going to get worse for those that have their current viability tied up in non-CDMA phones. (And same can be said for the service providers as well.)

To: Maurice Winn who wrote (6509)	2/15/2000 10:20:00 PM
From: CDMQ	Respond to of 13582

The room has been expanded! 5there is room for more! People are coming out of the wood work! Join us ! QUALCOMM ANNUAL LUNCHEON FINALIZED: Date: Tuesday, March 7th Time: 12:00 noon to ~4:00 PM Place: Dakota Grill & Spirits (corner of 5th & E Street; four blocks from Copely Symphony Hall 7th & "B") 901 5th Avenue San Diego, 92101 619-234-5554 "The luncheon room is surrounded by windows with a grand piano and full bar and a complete line of handcrafted, micro-brewed beers." No host bar. Qualcomm investor relations will support us with complimentary Qualcomm Caps or T-shirts. Name tags will be provided for those interested. Digital photos will be taken for those who don't object. Secretaries will check you into the luncheon. Menu: choice of: Shrimp Santa Fe Caesar Salad Mesquite Roasted Chicken Lemon Pepper Ahi Tuna Steak Melt coffee, tea, soda RESERVATIONS: I need to know how many will attend in order to order appropriately Send $25.00 per person to: Terence Daly MD (CDMQ) 9834 Genesee Avenue, ste 315 La Jolla, CA 92037 PRIVACY POLICY: Names will not be released. The room has been reserved for about 50 and is filling up! You will all be pleased who you will meet!