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

To: Keith Feral who wrote (5228)	12/4/2000 11:01:52 PM
From: Theophile	Respond to of 197244

"NO, I just think that QCOM and TXN (read as Nokia) devised a way to hoard the market for themselves" Perhaps it is more strategic than this. If China is going to produce components, the potential ramp up of needed ASICs could far exceed whatever clout Q* has in the fab marketplace. Combined with TI the clout could possibly have potentiating effects allowing the throttling back of INTC and PrairieComm clout in this arena. Forwarding into 2002 or 2003 for wCDMA components, the picture gets very complex, but for now, as in true Gorilla Game fashion the market must standardize upon a SINGLE platform ASAP to enable the most powerful tornado to encourage killer apps and discourage niche Chimps from eroding market share. The bargaining chip of strategy only works with well-established players going for the long haul. Chimps are notoriously short lived relative to Gorillas. Martin Thomas