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

To: pcstel who wrote (12231)	6/29/2001 6:24:40 PM
From: mightylakers	Read Replies (2) \| Respond to of 196961

pcs, Standardization lends itself to the reduction in Qualcomm's overall power, and levels the "time-to-market" advantage that Qualcomm has enjoyed in the past There was advantage in the past, however it is not like the other chip makers didn't have the chance to catch up. Many on this board have already pointed out the track record from the other not so small players. The standard was finalized in 95(IS-95), and watch where are we right now after 6 years. CDMA2000, contrary to the general perception, is defined in a much opened environment. It is a game played by everybody and the game is still on. Yes there was a time to the market at the beginning, however don't forget Q is also the one have to take the growing pain to present a working system to the others to start from. So if you look at the overall picture, Q's success is not because they controlled what the others can or can not do, but rather because of Q's own strength as far as CDMA technology concerns. And that strength will carry them to another level. You are free to have your doubt, and you are certainly free to believe some others have stronger strength too. But what would be the risk/reward ratio between your belief and my belief? Time will tell.