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


To: waitwatchwander who wrote (31625)1/23/2003 1:58:36 PM
From: mightylakers  Read Replies (1) | Respond to of 196576
 
This Andrew Orlowski guy is just trying hard hard to remain as the best reporter in Eric's book. <ggg>



To: waitwatchwander who wrote (31625)1/23/2003 3:37:52 PM
From: Andrew N. Cothran  Respond to of 196576
 
Talk about horseshit!!!

Whew!!!and Whew again.



To: waitwatchwander who wrote (31625)1/23/2003 3:45:06 PM
From: Andrew N. Cothran  Respond to of 196576
 
What a piece of horseshit!!



To: waitwatchwander who wrote (31625)1/23/2003 8:27:10 PM
From: straight life  Read Replies (1) | Respond to of 196576
 
"The headline earnings saw sales of Qualcomms chipsets rocket: QCOM earned $1.1 billion, up 27 per cent from the previous quarter."

Man, what a sweet dream! Annualized would be what, $7-$8 in earnings per share, put a 25-35 multiple on that and we're rockin like it's 1999! Again!



To: waitwatchwander who wrote (31625)1/26/2003 5:34:12 PM
From: carranza2  Read Replies (1) | Respond to of 196576
 
That was rejected and it chose instead to market its own partisan flavor of CDMA as the sole supplier (of this CDMA2000 standard), and pour a relentless marketing barrage of horseshit on the WCDMA alternative. Unfortunately that left Qualcomm as the only supplier of its own CDMA flavor of chipsets. As a result the Qualcomm-CDMA industry moves at a glacial pace, and no market endures a single-supplier monopolist for very long.

Several anguished QCOM shareholders are quite aware of this and have been muttering to us about "class action" for some time, reasonably reckoning that Qualcomm could take a much smaller share of a much bigger market, rather than a vast share of a tiny market, and be rather better off.

We surmise that Qualcomm has wisely recognized this, and is bending quite pragmatically to satisfy all comers. Which is good news: the company pioneered CDMA and deserves to reap the reward. The only trouble is the anti-WCDMA marketing now looks distinctly hypocritical. And the company has to lure those militia rednecks who have formed the mainstay of its propaganda efforts in recent years down from their caves.


Orlowski is a well-known, thoroughly familiar Q-hater who cannot any longer ignore the obvious. A crank who deserves to be ignored.

Did he mention ongoing and/or planned GSM1x trials with a very, very large carrier? Of course not. Doing so would have made him choke on his own vile.