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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: foundation who wrote (68176)	3/1/2000 1:05:00 PM
From: marginmike	Respond to of 152472

Benjamin MOT has made this type of announcement a dozen times before, why should we believe them now? If they do have something it wont be in the market from 3 years, judging from their track record. In any case the essentiall pattents are still needed and Q will recieve its royalty base. If you had owned this stock for the prior 3 years you would have seen 20 PR releases just like this one. However at the end of the day nothing ever comes of them, and Q keeps executing. If you dont have faithe in the MGMT which flat out said they have no competition, then you are right to sell the stock. This MGMT team has done nothing but knock the ball out of the park. I will put my trust and money in them.

To: foundation who wrote (68176)	3/1/2000 1:07:00 PM
From: DWB	Read Replies (2) \| Respond to of 152472

Let me get this straight... You let one nebulous press release, from a company that has consistently underwhelmed in it's ability to engineer on it's own (Iridium, CDMA ASICS/Infrastructure), and who has repeatedly promoted pie-in-the-sky advances to CDMA that never materialize cause you to sell your QCOM shares? BWAHAHAHAHAHAHAHAHAHAHAHAHA.....! It's a good thing you weren't around when the real FUD was flying out of Nokia and Ericsson. Did you notice there were no availability dates, or any other manufacturers concurrence on this magical advance? Did you see anything about trial systems in test? Did you notice the later articles that brought the 5 MBytes/sec (eventually) down to 1.3 MBytes/sec (initially)? Think those numbers exist anywhere other than in a vacuum? Here's a clue to look for... when they start backtracking on the capabilities the day after the announcement, something's fishy... This is another big piece of Gooey MOT FUDge lobbed against the QCOM wall to see if it will leave a mark. My guess is that Dr. J will address it quite adequately at the shareholders meeting, which you won't be at since you already sold... so sad. Please get together with gc, you both apparently have the same intestinal fortitude when it comes to stock selection... DWB Q2.5K/Y2K+5

To: foundation who wrote (68176)	3/1/2000 1:51:00 PM
From: SpudFarmer	Read Replies (1) \| Respond to of 152472

Yes, I imagine if I had a short term view of Q, I'd be selling some too. With the conference not being tomorrow, the weakness (due to seasonality, sentiment, and fear), other hot stuff/Q-uick $$$$$ stocks, added together it makes sense. Add to that, a dash of unbelief and speculation about mot hoopla, and you have a fallen angel cake. If it comes to Q or mot, I look five years from now to see the answer. Anything in between is just static, and we know who the master of that is. Too bad their products don't live up to the batwing reputation (stealth and silent). Good luck, and don't worry about me saying "I told you so!" in five years. I'll be having too much fun trying to spend all my shares. Q rocks, and they own the recipes too...

To: foundation who wrote (68176)	3/1/2000 2:26:00 PM
From: JustLearning	Read Replies (1) \| Respond to of 152472

One of the key advantages of HDR is the time to market for carriers. Qualcomm's strategy is that with HDR (available for trials today), you don't need 3G (WCDMA or 3xRTT). HDR provides 3G performance and capabilities in 2.5G time frame. This is an awesome engineering and management accomplishment, in my view. By betting with Motorola, you are betting that a) the technology will work, b) it will be accepted as a standard, and c) it will be available around the same time as HDR. If it is not available now (for trials), then what is the advantage to carriers to use this technology? Given that HDR is available today, Motorola's past execution record, and Qualcomm's past history of execution (developing technology, getting it adopted, and creating a vaue-chain for it), I would put my money on Qualcomm.