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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: foundation who wrote (5082)	11/30/2000 9:49:40 PM
From: Valueman	Read Replies (3) \| Respond to of 196538

I maintain my "Tero is an idiot" stance. AWE went this route because DoCoMo bribed them. One sentence would have explained it vs. the masturbatory excess of crap he spews.

To: foundation who wrote (5082)	12/1/2000 10:34:01 AM
From: Cooters	Read Replies (2) \| Respond to of 196538

<<AT&T Drops Bombshell on Motorola>> I bet MOT is pushing Nextel to CDMA 1x now, if they weren't before. Nextel has the truly differentiated product in the marketplace, IMO. Cooters

To: foundation who wrote (5082)	12/1/2000 11:24:09 AM
From: Getch	Read Replies (1) \| Respond to of 196538

>>AT&T Drops Bombshell on Motorola By Tero Kuittinen ...AT&T's new road map confirms that it will end up with a standard that will benefit Qualcomm in the long term.<< I think we need to revise the statement made by some to be, "Tero is not a complete idiot. He did figure this out all by himself. Certainly not in the headline, nor in the first paragraphs, but 80% of the way through the article, last sentence in the paragraph, get the absolute key point of the entire article when it is positive for Qualcomm. If a positive comment is made by the biggest Q Bear of all, it has a very high likelihood of being true.

To: foundation who wrote (5082)	12/1/2000 12:34:58 PM
From: cfoe	Read Replies (1) \| Respond to of 196538

T's entire thesis regarding their ability to compete is a gamble that what works for NTT in Japan will work in the US as well. In Japan, with a population whose near-exclusive internet experience has been with handsets, and specifically the "slower, more modest" I-Mode technology, I-Mode provides sufficient utility and amusement. How will sophisticated US customers - both adult and adolescent - with extensive Internet experience and expectations - and within a culture where faster and more is always not just better, but desired, respond to a "slower, more modest" service approach? Benjamin - I hope I am not violating thread rules in repeating what you stated above. To me this is a (the?)crucial factor in whether or not T is making a big mistake. It is the kind of mistake a big, fat, bureaucratic, stubborn, "head in the past-type" organization would make. Also, I am certain that the T executives are a lot more comfortable working with similar types from NTT, etc. than with the folks at QCOM. Their loss.