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

To: Jon Koplik who wrote (103623)	9/3/2001 4:15:59 PM
From: rkral	Read Replies (1) \| Respond to of 152472

Jon, how is NTT DoCoMo a Q customer? Ron

To: Jon Koplik who wrote (103623)	9/3/2001 4:38:07 PM
From: Stock Farmer	Read Replies (1) \| Respond to of 152472

Bingo Jon. Which is why the bazillions of people clammoring for CDMA is dangerously misleading. Forget that it extrapolates somewhat as an inverse power law to revenue. One point only recenly being explored is that the fate of Q lies in the hands of very few, whose interests are imprecisely aligned with Q's. At least once removed from the customer, on the cost side of the balance sheet... Q is an industry cost center. This is a precarious place to be. One of the most difficult of all sustainable niches in industry. John.