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

To: kech who wrote (13187)	7/24/2001 9:26:57 AM
From: Art Bechhoefer	Respond to of 196627

The new structure announced by QCOM appears to emphasize technology advances over marketing. We are seeing a transition from consumer products (e.g., the old handset division, now part of Kyocera) to the supplier of choice to handset and base station component manufacturers. Marketing need not be a big priority now that QUALCOMM has managed to get its foot in the door as a supplier of chips not only for CDMA systems but for GSM as well. It seems that priority number one is to get CDMA/GSM compatible chips into the hands of manufacturers so that there will be a genuine alternative to the worldwide roaming capabilities now being advertised by Nextel, and the near worldwide roaming claimed by VoiceStream. Art