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

To: straight life who wrote (11025)	5/29/2001 12:16:37 AM
From: Mike Buckley	Respond to of 197244

straight life, First off, how did McGinn driving LU into the ground turn out to be QCOMs fault? It isn't Q's fault. But in the end, management chooses the partners and decides the priorities. If its partners end up being weak, we need to accept that management is partly accountable just as quickly as when we praise management for its partners that end up being super strong and, thus, independent. Secondly, I'm sure ERICY promised results from the infrastructure deal, but even if they didn't, Q had to sell the division, as they'd been hemorrhaging money for years and simply couldn't be supported any longer, 'cause' or no 'cause'. I don't remember if there were viable alternatives as was the case when Kyocera was the chosen partner. If there were, management chose the partner. If there were no other takers, management also has to take some responsibility for that. However, while I'm not about to blame politicians regardless of the outcome, I am very concerned about a member of the Euro-cartel's doings here. Understandable on both points. My point is that I think there is a growing tendency in the thread to think that it's either the Asians, the Euros, AT&T, Alan Greenspan or our own politicians that are screwing up when it comes to advancing Qualcomm's cause. Though for me the Qualcomm story keeps getting better and better primarily because management has done a wonderful job of opoerating in an extraordinarily complex set of changing circumstances, I believe I'm quicker than most in the thread to let management be held accountable for the issues that are less than perfect. Just my opinion. --Mike Buckley