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

To: hedgefund who wrote (44152)	1/12/2005 9:28:53 PM
From: Eric L	Read Replies (6) \| Respond to of 197441

The Point is ... hedgefund, << Eric: Always appreciate your input, but I wonder what your point is. >> My point is CREDIBILITY .... a requisite to compete in this industry. << Qualcomm makes money based on royalties and chip sales, not on market shares. >> ... and they make considerably more money within their CDMA eccosystem as opposed to what they make in the 'GSM Family' because they have an architectural lock in their niche that they totally lack elsewhere. Do you have an excuse for their unique top-down/CEO-down combo of Hype and FUD that is totally unique in this industry today? << Thornley's slide showed ... >> ... pure and unadulterated San Diego Horse Puckey and that horse puckey perpetuated over the years accounts for the relatively abysmal take up of QCDMA. It is a credibility thing that has accounted fo billions of dollars of top line loss related to executives feeling it necessary to get their rocks off. Sharehoders may think that Total Qualcomm BS is macho. Carriers that know better don't. It's that simple, and it's a SHAME. - Eric -