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

To: J Krnjeu who wrote (78538)	8/11/2000 6:36:36 PM
From: foundation	Read Replies (3) \| Respond to of 152472

What does this mean for QCOM. ---------- Not important. Or particularly relevant. Means nothing to QCOM - not being "passed up". Just a GSM 3GPP standards subcommittee digging themselves a dark hole to crawl in to.

To: J Krnjeu who wrote (78538)	8/11/2000 6:54:12 PM
From: Ingenious	Read Replies (1) \| Respond to of 152472

I would not be worried about these consortiums adopting new standards. It will take years to develop, market, sell these systems and more than likely they will fail. Ever consortium I have ever seen forms when companies feel they are losing market share and try to desperately band together against the "evil empire" of their industry (read: Qualcomm, Microsoft, IBM, Sun, etc. ) Of course, all the companies remain adverse throughout the whole process and nothing constructive results. Meanwhile, the leader has more time to fine tune and hone their technology. Usually, all the consortium does is give each company time to regroup and figure out what they are really going to do about the new paradigm shift. The consortium is sort of a game of chicken where eventually each company gives up and follows the undisputed leader (Qualcomm, Microsoft, IBM, Sun etc.). In some ways, all this FUD and political posturing is good. It means that Qualcomm has hit a soft spot in the belly of countries and businesses around the world. As they scramble for alternative solutions, the demand and need for phones and equipment continues moving forward. Rather than letting out the water slowly, I suspect the rush to CDMA technology will be a flood. And with every rising tide ....