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

To: JGoren who wrote (12393)	7/3/2001 1:26:46 PM
From: brian h	Respond to of 197032

There was an article on Wall Street Journal yesterday regarding Boeing or Direct TV (Not sure)'s new plan to deliver "Digital Movie" through satellite. I do not have an on line access on WSJ. Does this technology compete directly with QCOM's digital movie compression technology? Any comment?

To: JGoren who wrote (12393)	7/3/2001 1:26:57 PM
From: carranza2	Read Replies (1) \| Respond to of 197032

I don't think Dr. J. wants to have a big company and wants to return to a small, R&D house. The future story of QClassic is going to be a primer for B-schools for years to come. It might end up a small R&D house but it's going to be an fabulously wealthy one. Perhaps Dr. V. can be persuaded to return. I suspect he left because QCOM got too big, lost a "family" feeling. I hope there were no hard feelings between these two immensely talented men.

To: JGoren who wrote (12393)	7/3/2001 3:27:37 PM
From: Maurice Winn	Respond to of 197032

Re Spinco proceeding, perhaps this is good sense to help delay the inevitable anti-trust, anti-monopoly, envious, jealous, green-eyed Justice Department attack when QUALCOMM becomes so big that it threatens the Fed [with an encrypted cybercurrency, the Q with 100q to the Q], the National Security Agency [with encrypted email], and BREW is collecting $$billions a month and the military, when all the USA 'enemies' in the world are using CDMA. There has been a large amount of whining like a fleet of 747s over royalties. If they are too high, why on earth would Nokia have just signed? I will be really annoyed if QUALCOMM hasn't charged quite a bit more than the previous 'industry standard' royalty. The new industry standard should be 10%. That's the traditional religious tithe and QUALCOMM has totally won the wireless religious wars, it's the traditional tax level [in older times], it's your typical mortgage rate, it's a nice round number and we have that many fingers and toes [in our DNA anyway - some people have lost a few in Globalstar]. It makes sense to me to have Spinco, if only to help delay anti-trust attacks. Mqurice