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.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: mauser96 who wrote (24473)	5/10/2000 1:46:00 PM
From: Umunhum	Read Replies (1) \| Respond to of 54805

<< I have my doubts whether the public really has any big demand for complex data over hand held wireless >>> Do you have any doubt that in 18 months you're going to see a few people with laptops surfing the net at the local Starbucks? I remember people once thought that only doctors would carry cellular phones because they would be too expensive.

To: mauser96 who wrote (24473)	5/10/2000 3:29:00 PM
From: Mike Buckley	Read Replies (4) \| Respond to of 54805

Luke, QCOM status as a gorilla is weakened considerably by it's distance from the purchaser of the end product. It means that the brand is with the cell phone maker, not QCOM. I disagree. QCOM can do joint advertising and enter into agreements that puts "Qualcomm Inside" labels on the outside of the phones. I will agree that to the extent Intel was limited by their distance from the user of the end product, Qualcomm is equally limited. I wish I could own more companies equally limited. :) In other words, Qualcomm is limited only if management doesn't successfully build and leverage their brand. So far, they haven't done that at all. I hope it changes. --Mike Buckley

To: mauser96 who wrote (24473)	5/11/2000 3:21:00 AM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Lucius: The key tornado for Qualcomm is yet to come - it is the wireless / internet nexus. And that is Dr J's focus for Qualcomm - the recent "investments" reflect that. Data is Qualcomm's future; voice is the current tornado. Many of us find it difficult to think in terms of wireless connections to the internet / intranet using CDMA and HDR soon, and 3rd gen wireless coming up thereafter. Also it is hard to see the emergence of CDMA and HDR enabled modems in our PC's. We tend to think of "phones" and handhelds with small screens. But the demonstration in North Carolina was for modems and PC cards - neither of which is factored into current predicitions. And then there is "Bluetooth" within Qualcomm's chips and software for wireless connections among peripherals and "appliances". The surface is just being scratched as of now. In sum, the voice tornado is now. The data tornado is next year. Not too shabby to have a tornado overlap coming within a year. Best. Cha2