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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (44096)	7/4/2001 11:10:57 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

Chaz, << Do you seriously believe that you are enough inside Dr J's head (and if so how?), to know what Dr J "believed himself"? >> No. Absolutely not. This despite the fact that I have followed the exploits of Dr. Irwin Mark Jacobs closely since 1994. I can only go by his public statements, those of his direct reports, and Qualcomm presentation material, which in my opinion, he heavily influences. When Dr. Jacobs makes statements that directly contradict what other wireless industry vendors promoting what he considers to be competitive technology (and in this case I am talking about WCDMA as well as EDGE), I personally believe that he passionately believes what he is saying. What do you believe? << Easy man. >> Easy? Easy yourself, please. I watch this sector closely and I tell it like it is (or as I interpret it is), and I will continue to tell it like it is (or as I interpret it is). I have been pretty vocal about the tact that Qualcomm took when it kicked off its 1xEV marketing campaign with back to back presentations by Dr. Junior & Dr. Senior on November 14th & 15th, continuing through Rich Sulpizio's presentation on February 7th, on to the famous smoked-salmon lunch in London on February 22nd, and on to CTIA in late March where he was directly quoted as saying": "I don't think EDGE will see the light of day, ... I don't see there being an economic opportunity for EDGE," That is most certainly vintage Dr. Jacobs. That statement really surprised me because with that exception there was a notable change in Qualcomm's approach starting at, and reflected in presentations made end of February at Analyst day and at the annual meeting which unfortunately I had to miss again this year. As I have commented before, for a 3 month period some of Qualcomm's approach was, IMO, blatant and unskillfully administered FUD, that on occasion took on the semblance of FUDD. I'm pleased that the new comprehensive "Road Show" material is cleaned up, and credits to (non-Qualcomm) sources are clearly stated, which is a positive. It is still a frontal attack on WCDMA & the GSM migration path - and I have absolutely no objection to that. Qualcomm shifted from a somewhat defensive position they were forced to take last year to an offensive one. This as it should be. They do in fact enjoy a time to market advantage with medium speed data and they should certainly attempt to exploit it, to the benefit of us Qualcomm shareholders. Qualcomm can talk till the cows come home out of one side of their mouth about the fact that it doesn't matter what flavor of CDMA is chosen, but the fact of the matter is that their gorillahood, and the resultant competitive advantage they enjoy is most certainly based on cdma2000 ... not WCDMA. I did have objections to the previous material (November through February), and presentations made around them. I stated those objections here and on other wireless threads, and I am prepared to back them up. I am glad to see that all the material I found objectionable has been recently expunged from the Qualcomm website in a "housecleaning" that removes an audit trail, but wish they had left the analysts day material accessible there, as it is quite good. Fortunately I have all the slides on my HD and several of the webcasts burned to CD-ROM. Best, - Eric -