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


To: Uncle Frank who wrote (76732)7/16/2000 10:51:49 AM
From: Z268  Read Replies (4) | Respond to of 152472
 
<<the Cisco thread, which has hosted a stream of dedicated detractors for the last 3 years, making it
virtually unusable. >>

I beg to differ. It is hard going, but I get good, valuable info and much more reasoned discussion from some of the posters on the Cisco thread on CSCO (yourself included) than some of the Q threads on QCOM.

I am long QCOM, but trying to find good, informed reasons as to why I should continue to hold QCOM, and what its potential may be, on some of these threads, is like searching for hens teeth.

The hard-nosed techie responses to the FUD from the anti-Q posters on the Q threads often make about as much sense as the FUD. And thread censorship and thuggery is not the solution, it just shuts down all opposing views, and we all know how healthy that will be in the long run - it is why the communist system has not worked!

Quotes from Sun-Tzu Bing Fa:
"The key to success lies not in defeating the enemy, but in defeating the enemy's strategy".

and:
"Know thyself and thy enemy, and you will achieve 100 victories. Know thyself and not thy enemy, and for every victory you will suffer a defeat".

As I said in a previous post, the current technological superiority of CDMA2000 over W-CDMA by itself will not ensure the dominance of CDMA2000 in the Asian market (the KEY market for CDMA2000), with the likely outcome for the NA and European markets already in little doubt.

The discussions, for the sake of Q's future, need to allow balanced dialogue on political issues, business imperatives and market characteristics relevant to Qualcomm. All of this critically affect the future success of a company or stock.