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

To: phatbstrd who wrote (6846)	2/24/2000 8:29:00 PM
From: w molloy	Respond to of 13582

I think your viewpoint is some what narrow. No. I wasn't critiquing QCOM. I was stating my opinion regarding what wireless would look like two years down the road. The QCOM business model is only obliquely referenced with regard to the cost basis of rolling out GSM vs CDMA networks. Review the post thread. Q a 'fabless semi-conductor design house with IPR', at least that's what management has described themselves to me on several occasions. If I have to lose money on waffle irons, break even on waffle cones just to sell my PATENTED 'cream added' ice cream, I'll do it! I understand the approach better than you think - since I work in this business. Regarding your business predictions made in 1999, they were obvious. It was obvious to those in the trenches, but not to those on the thread, especially Greg P, who had better access than most to QCOM management.