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

To: DaYooper who wrote (28397)	7/20/2000 1:31:16 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> Better yet, how about spinning off the asics division into a separate company competing with TXN and INTC head to head. QCOM just takes 5% of everything cdma related, infra to handsets, from every manufacturer. That would be the "A" solution. Then Qualcomm could provide very expensive technical support to every company that needed help in making cdma, such as Motorola and Nokia. Of course, I'd hope they would distribute the shares to the stockholders. I wouldn't mind owning a piece of the asic company that holds the overwhelming market share of cdma chips. uf

To: DaYooper who wrote (28397)	7/20/2000 10:28:36 AM
From: StockHawk	Respond to of 54805

>>I'm reminded of that guy named Demning (i think) that schooled the Japanese (late 70s) and criticized the U.S. regarding short term vs. long term focus. I'm very surprised how the market has taken a "show me the money" stance on the Q << That was W. Edwards Deming, and the above is a good observation about short term thinking. As history has amply demonstrated, the greater the idea, the greater the resistance marshaled against it. CDMA is a great idea and the "not invented here" crowd is not easily won over. It would be nice if QCOM's tornado unfolded in a linear pattern, which each step larger than the former and quarterly progress easily vaulting ahead. But is that realistic? Considering all the factors involved, all the bureaucrats, all the companies, all the national pride. So adoption rates will vary, they will slow here, cascade there. That is to be expected. What is important is that progress continue and that, stepping back, we can see that progress unfold, and understand the path it will take, tortuous as it is. Of course there will be setbacks, and disappointments, and up and down growth rates. If we want smooth growth we should invest in Coca Cola and go take a nap. StockHawk