Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Wyätt Gwyön who wrote (122673)	8/2/2002 12:42:37 PM
From: qveauriche	Read Replies (4) \| Respond to of 152472

Isn't the more accurate analogy for QCOM not the railroad companies, but rather the manufacturers? Isn't an even more recent and relevant analogy for QCOM Nokia, which made an absolute killing off of GSM and created tremendous shareholder value in the process, despite not having anywhere near the stranglehold on GSM IPR that QCOM has on CDMA IPR? And don't we know from the 1X launches so far that the carriers are experiencing significant increases in ARPU? Won't the fate of the PCS launch answer so many of these questions for us?

To: Wyätt Gwyön who wrote (122673)	8/2/2002 3:48:51 PM
From: Maurice Winn	Read Replies (3) \| Respond to of 152472

Mucho, re <OTOH, your primary point (that one cannot consider 1x the technology a failure simply because the stocks of 1x carriers are down) is valid. the bad news is...well, if you want the bad news, just read a financial history of the railroad industry. > Did the people who supplied the steel to the companies who made the rails lose money? Who was Carnegie? The great strategy about CDMA is that Irwin turned the world loose on it to compete, which keeps margins competitive and maximizes consumer benefits and adoption rate. Sure, competition will mean not everyone makes money. Many will lose. But that's life in the fast lane. I've invested in the company collecting a royalty on each thing sold and which designs and sells the locomotives. I suspect they made money in the railway heyday. Mqurice