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

To: Art Bechhoefer who wrote (15800)	10/15/2001 5:53:47 PM
From: gdichaz	Respond to of 196607

Art: Re: <<if the Motorola equipment fails to perform properly, they can simply buy new chips from QUALCOMM>>. The word of art Art (pardon the pun) is "can", but the question is will Motorola do the necessary? If past is any guide, that is an open question. Eventually, Motorola will have to step up or step aside, but so far given its "influence" nurtured carefully by free lunches and more (to put it politely) with the Chinese and Japanese, and the past support from US politicians with clout, there is a "learning curve" for Motorola in China and Japan. They learned within the US when carriers switched from their reportedly faulty CDMA infrastructure equipment to other suppliers. Will that happen in China and/or Japan, and will Motorola at long last pull up their socks? No one knows, but I for one would not count on Motorola for the minimum of acceptable performance, let alone doing well. (And frankly, that may be not just ineptness but "company policy", who knows?) (After all Motorola is trying to sell GPRS - not an easy task in itself given its pitiful nonperformance to date.) Time will tell. Best. Chaz