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

To: cfoe who wrote (6615)	1/26/2001 9:01:26 PM
From: Eric L	Read Replies (1) \| Respond to of 196520

cfoe, << While NOK is developing its 1X chips, QCOM will not be standing still. >> They absolutely won't, and they better not. << So might not NOK's efforts look a bit like the horse trying to catch the carrot dangling in front of it which is hanging from a stick tied to its neck? >> Yes. They have had to make a "make or buy" decision where they flub dubbed around before and got lots of egg on their face (which still isn't off it). Buy would be expedient. It won't enable them to maintain margins > 2x their nearest competitor, however. << it might only take one killer app (for business and/or the consumer) to change the demand equation overnight >> Find me the 'killer app' for the US (and the proper device). Mine is e-mail and server reconciliation. I'll be standing in line again for an HDR modem card in 2003. 1x will get me sufficient speed ... but there won't be devices available short term for me to do full blown e-mail (which I currently attempt in a pinch with a Palm Vx and a CDMA phone as modem) because atatchments for me a day are in the 10 MB range. That gets me back to a laptop which breaks my shoulder, rather than a device I can carry. - Eric -