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

To: Ingenious who wrote (12549)	7/18/1998 10:06:00 AM
From: Ramsey Su	Read Replies (2) \| Respond to of 152472

Leland, in lieu of pizza, I think a better example is the boxmakers. DELL, CPQ, HWP, GTW .... all makes about the same products. A super technoid may argue that one uses a super dooper hard disk vs a not so great sound card or whatever. To the average consumer, none of us can tell the difference. So it comes down to cost, marketing, strategies, market share, execution. The cellphone business has reached this stage. I don't think the majority of consumers can tell us whether they own a GSM, CDMA, iDEN or TDMA phone. Other than sound quality, I am certain that most don't know how to explain the difference between analog or digital. There comes a time that QC needs to adopt the MSFT game plan. Could there be too much attention on engineering and not enough on marketing? White's departure to head SpinCo may be a great opportunity to bring in leadership change in that direction. IBM went that route with Gerstner and who knows where IBM would be today if they had picked someone else. I think a seasoned pro from the cut throat consumer electronics, such as Best Buy or Circuit City, would greatly compliment the engineers like Dr. J. Then again, I think there is a guy named Chainsaw something who is looking for a joy also. Ramsey

To: Ingenious who wrote (12549)	7/18/1998 2:22:00 PM
From: see clearly now	Read Replies (3) \| Respond to of 152472

"Telephones are kinda like pizza..." _ actually more like "magic" in that you can talk to anyone any where from any place..need to reflect that spirit of freedom to communicate/socialise in their design... ..marketing requires superb industrial design as well..the little country of Finland (population of Boston) has the best Industrial designers in the world..why doesn't this Company hire a superb group out of Finland to design their Phones..they would work with the engineers and could out do Nokia's Industrial designers!