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


To: Jeff Vayda who wrote (12474)7/16/1998 4:15:00 PM
From: gdichaz  Read Replies (1) | Respond to of 152472
 
Jeff:

Thanks. Much appreciate that within apples the best (most colorful and tasty) wins with the ultimate consumer. But lets take pineapples, where the best (most colorful and tasy) are not usually available to the ultimate consumer. I say this due to experience in Asia where the best are not frozen or canned and shipped to the US - let alone to the ultimate consumer in the US. True the fortune Asian ultimate consumer gets the pleasure - same in Central America BTW. My point is simply that the ultimate consumer is dependent on the availabilty of the service (and therefore choice of technology) and therefore choice of phones. Nokia is in the strong position of potentially turning out powerful lightweight colorful phones for both GSM and CDMA. But and this is the big but, it is hard to use a super wonderful sexy GSM phone on a CDMA network, no? Agree by the way that the Q is selling the oranges. The beauty of that of course is that no matter what orange made by any licensed CDMA manufacturer (including Nokia) the Q gets a cut - $ in the treasury. Sure if the phone is a Q phone best, but any CDMA phone sale and use is positive for the Q. Amazing when you think about it Does anyone here know of any company in any other field in a similar strong earnings position anywhere in the world? Onward and upward with oranges - the proxy for CDMA. Chaz