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.

Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (23212)	6/22/2000 6:06:00 PM
From: techguerrilla	Read Replies (1) \| Respond to of 35685

Qualcomm's management team . . . . has icewater in its veins, Frank! The way they stared down Ericsson last year should be a warning to companies that think they can take on Qualcomm. The Q owns the technology of the future. It's as simple as that. Various technological positions that Qualcomm can establish in this country are going to be demanded: 911 location, laptop internet access from airplanes, downloading music in automobiles while "roadtripping." GSM can't meet any of these demands at all. Nokia right now is in trouble on a very basic level: CDMA chipsets. In the far-reaching scheme of things, Nokia's problems are petty compared to what Qualcomm offers our country in the future. Asia is already starting to offer technological prospects that the European "backwater" is ignoring. Just think back to the days when incredible video and CD advances were launched out of Japan and this country. Europe was not there at all. The only reason GSM gained strength over the years was that it responded to the pathetic landed phone structure of Europe. Have you ever tried to make a landed phone call in Europe? What a joke! Nokia is caving in! The rumors are all over the place. They are starting with crazy ones like Nokia buying the whole company. No way! Probably some chip division rapproachment to save Nokia's ass. I've got incredible confidence in Qualcomm's leadership. The far-reaching agreements they made this year are too difficult for those Wall Street amateurs to understand. What I've really learned this first year of mine in the market is that Wall Street and its analysts are just not as smart as I had thought they were and that they are more corrupt than I had thought they were. It's really a bastion of snakes. Just porchin' (and glad to have to you hangin' around here with me, Frank), John