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

To: Wyätt Gwyön who wrote (119113)	5/22/2002 9:37:45 AM
From: gdichaz	Read Replies (1) \| Respond to of 152472

Mucho: Feel better now that all that is posted? At least I agree with half your final statement - the last half. <<all just my humble opinion, and i could be completely wrong...>> But then again, so could we all. Best. Chaz

To: Wyätt Gwyön who wrote (119113)	5/22/2002 9:38:36 AM
From: DWB	Read Replies (1) \| Respond to of 152472

looking at the ridiculous prices QCOM wants to charge, it is not surprising that some major players in the industry, such as Sprint and NOK, are not rushing to make QCOM the next MSFT with BREW. Care to tell us why you think the cost structure for BREW is ridiculous? DWB

To: Wyätt Gwyön who wrote (119113)	5/22/2002 12:03:52 PM
From: waverider	Respond to of 152472

That was the best level headed argument I've seen on the problems QCOM currently faces. As the market and QCOM's competitors continue to demonstrate, the "by the neck" strangle hold that QCOM appeared to have on the wireless industry (to quote Kevin Landis from the famous WSW interview with the now deposed Rukeyser) is slowly unraveling. No one wants another MSFT around their neck and they have done an excellent job (assisted by the nose diving economy) blocking QCOM from becoming such an animal. What a ride. At this point, what a poor long term investment. wr