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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (103530)	9/1/2001 8:19:22 AM
From: edwin k.	Respond to of 152472

you are so right, maurice

To: Maurice Winn who wrote (103530)	9/1/2001 9:36:53 AM
From: Stock Farmer	Read Replies (2) \| Respond to of 152472

Mq - "At some stage, prices enter the picture of competition and stodginess won't sell. They will suffer multitudes of losses of business as competitors with low cost capacity erode the market share of the big and lazy." Forgive my dim memory, but seems to me this was the battle cry of a host of (now failed) competitive new entrants in the wireline world. Given that the Wireless incumbents appear to be the same players (or of the same species of mountain Troll anyway), why should we expect anything but a historically rhyming outcome with Wireless? What's different this time that wasn't different last time? John

To: Maurice Winn who wrote (103530)	9/2/2001 2:47:03 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 152472

>>At some stage, prices enter the picture of competition and stodginess won't sell.<< Maurice, this is, unfortunately, mostly wishful thinking. In theory, the lowest cost, best performing technology wins, but in practice many other factors prevail. If you look at the auto industry in the U.S., Japanese companies have been the most innovative and have been quite successful, but U.S. companies, notably GM and Ford, still have most of the business. Consumer magazines continue to praise the features of car companies like Subaru (Fuji), but despite the fact that its vehicles outperform comparable vehicles by domestic manufacturers, often cost less, and come out far safer in crash tests, Subaru remains a minor player. This is the concept I was proposing with regard to QUALCOMM and the competing systems. QUALCOMM wins hands down on the technology, yet appears to be relegated to the status of minor player, simply because of the financial and political muscle of the major players. Art