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 : Loral Space & Communications -- Ignore unavailable to you. Want to Upgrade?

To: duncan moyer who wrote (2172)	3/10/1998 11:20:00 PM
From: JMD	Respond to of 10852

carter, duncan--think your 50% is low--absolutely no dissent here. Regards, Mike Doyle

To: duncan moyer who wrote (2172)	3/11/1998 1:01:00 AM
From: dougjn	Respond to of 10852

You are probably right Duncan. However, I have more confidence in Lor and Gstrf than I do in Qcom. (Although I have quite a bit of long term belief in the Q as well.) The mistake, from my point of view, which many make on the Qcom thread is equating the likelihood of CDMA's success with the likelihood of Qcom's success. Don't get me wrong, near term Korean issues aside, I think it is likely that Qcom will do very well indeed. But I hardly think they have a lock. Why? Because they have yet to prove themselves as being big league capable in a number of business areas. Consumer marketing. Manufacturing efficiency. They are progressing very nicely, but they are a mere youngster, as it were. And they are competing in a real tough neighborhood. Some pretty fierce telecom competition. From Nokia and Ericksson to Lu, Mot and Nortel. Their royalties on CDMA rollouts are a nice platform for moving up into a real solid position, and they are doing well, but they aren't there yet. And the stock price cannot prosper on royalties alone. And future generations will before too long diminish the CDMA one royalty stream. They gotta prevail with the next CDMA standard as well, or at a minimum, be a major player at it, with brand loyalty and efficient manufacturing ability. Lor on the other hand is not only a technology leader in their space, they are also a business, asset leader. Their issue is whether the market, at the price, is really as large as we all hope. But they are clearly leaders. Doug