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

To: Maurice Winn who wrote (12498)	7/16/1998 8:44:00 PM
From: Ramsey Su	Read Replies (5) \| Respond to of 152472

To all the engineering types, a question: Is it possible that there is too much focus on the engineering aspects and not enough attention to the marketing side? What do the consumers want? You can have two phones side by side at similar cost and a whole bunch of features, voice quality description, standby time, engineering specs etc etc, which one is the customer going to buy? "duh, I think I will take the red one." This may be too extreme but look at Nextel. They are kicking-a** with another 400K subs this qtr. ARPU of $69 is probably higher than Sprint and everyone else. Why? I think it is that one little direct connect feature. I doubted iDEN comes close to GSM, not to mention CDMA, in terms of quality. However, just by giving customers that one good feature, they have carved out a respective share of the market. Considering MOT is the sole supplier of these handsets, it is more amazing that one little feature is enough to overcome all the other disadvantages. Everyone one of Nextels 2 million + subs are taking business away from CDMA. QC needs to be more innovative rather than just rest on the best technology. By the way, Maurice, is SI paying you by the word tonight? Did you forget the 500 word limit per post? Ramsey