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

To: carranza2 who wrote (75705)	7/7/2000 3:55:43 PM
From: Kent Rattey	Respond to of 152472

I agree...we are on track. If Korea went EDGE, then I would worry.

To: carranza2 who wrote (75705)	7/7/2000 3:58:45 PM
From: jmac	Respond to of 152472

I believe your viewpoint is too simplistic. QCOM says it doesn't care about the flavor of CDMA. Perhaps so. Perhaps not. To be litigated? If so, royalty streams (revenue) will be delayed for years. ASIC's? QCOM is more than just royalties. So, QCOM had a contract with Unicom then lost it. QCOM expected Brazil to go its way. It didn't. QCOM fully expected its foothold (S. Korea) to remain in toe. It hasn't (maybe). Nobody should be sool when a stock like QCOM goes from 170+ to 56+ in 6 months.

To: carranza2 who wrote (75705)	7/7/2000 4:35:58 PM
From: y2kate	Read Replies (2) \| Respond to of 152472

At this point, I don't expect Qualcomm's investor relations department or management to do what needs to be done to shore up perceptions of their technology and the effectiveness of their management. I think their ineptitude in this regard has become distressingly clear to everyone. For investors to have to harken back to six-week-old press releases in the face of new negative information about the company's prospects in Korea is ridiculous. Is there some kind of premium on words put to paper over at Qualcomm? I don't get it. I think their reluctance to speak or take action is a symptom of their arrogance. Yes, they have the superior technology, but technology is one thing, getting it widely accepted in the marketplace is a different game entirely. This kind of arrogance has led to a fall for more than one company in the past. Apple's OS was superior, ground-breaking, user-friendly- but this fact made them arrogant. They made bad buisness decisions. They failed to build crucial alliances. They were marginalized almost right out of business by their technological inferior(and poor imitator), Microsoft. Their humiliation wasn't complete until they found themselves gratefully accepting an infusion of cash from their 'inferior' years later, just to stay afloat. Qualcomm's enemies are winning, and until Qualcomm learns how to play the game, we are going to be witnesses to another case of a superior player- Nokia, et.al.- crushing a superior technology in the marketplace.