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

To: propitious7 who wrote (25901)	8/21/2002 9:23:49 PM
From: JohnG	Respond to of 196781

Radio Shack. Visited the Store in my area, Still no Samsung A500's. Mgr said that they hoped to have some in a couple of weeks, but that he had been told that his district, which contains 24 stores, would only get 15. The only Sprint color phone was one Sanyo model. These phones are really sold out now -- and at $299. I wonder if they will ever catch up. I suppose a good camera phone would take some pressure off. Running all these promotions without adequate phones -- does scarcity make people want them more?

To: propitious7 who wrote (25901)	8/22/2002 7:31:57 AM
From: Jack Bridges	Read Replies (2) \| Respond to of 196781

I'd like to comment on one part of your thoughtful analysis. That's the part about Euro government paralysis and the unlikely event of a "complete about-face." The mood is changing. When regulators rolled with pure joy in their auction bonanzas, they implied to their constituents -- business, labor , and investors, including pension funds, banks and insurance companies -- that all would soon benefit from the glories of Europe's impending dominance of the Information Age, brought to you by their 3G genius. As reality has struck, many insurance companies would be broke today if their regulators had not lowered the solvency standards to match the debacle in telecomm share prices resulting from ill-conceived auctions. The adequacy of pension fund reserves is under attack. Stock ownership plans have created a terrible backlash. Job losses mount. Questions are being raised as to why the same telecomm geniuses and regulator geniuses who created this mess are now losing further ground to the obvious progress in Asia and America. Notice how quickly Germany reacted to their flood disaster. A promised tax cut was postponed, even in the face of the run-up to a tough election. No paralysis there. Yet the money down the tubes of Euro-3G's fiasco far exceeds flood damage and tax cuts combined. QCOM share price has long since discounted any good news ever emanating from the world's greatest customs union. This will be readdressed if/when paralysis ends, and that could come about sooner than later.