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

To: Ramsey Su who wrote (12553)	7/18/1998 12:03:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 152472

Chainsaw? You gotta be kidding - and hope you are. The management of the Q is exactly what is needed right now when the customer who counts are the service providers around the world and the companies buying ASICs and base stations. The ultimate consumer is powerless in the decision making process that counts IMO. Know you consumers don't agree but you will not decide to upgrade from analog to CDMA or set up a new CDMA service anywhere. Nor will you be buying any ASICs or base stations (or the components in them). Nor managing G* either. In addition, the current management is just right to win the battle for the next generation of CDMA - especially by the vision and insight they are showing by moving to enhance CDMA One to CDMA One B and on and on to improve functions and data handling so that very possibly the need for an early introduction of the 3rd generation is moot. CDMA One +++ will already be so robust as to make the next generation as meaningless as Windows 98 over Windows 95 - altho think the CDMA future is much stronger than any Windows iteration no matter what the add ons. In brief, the current leadership has led us through fire (remember the charge that CDMA doesn't work from Ericsson et al) and from ground zero. Maybe 5 or 10 years from now some new management will be needed to manage the huge company the Q should be by then, but not now, absolutely not now, IMO. But of course just IMO. Chaz

To: Ramsey Su who wrote (12553)	7/18/1998 8:35:00 PM
From: Ingenious	Respond to of 152472

Ramsey, agreed. We are on the same page. Now lets see if QCOM (or any other leading engineering/techie company) gets the message. Actually, I worked at IBM in the John Akers era. In my opinion he was a yes man, an inside guy, someone who knew how to keep the status quo. Of course, just when I leave they hire a real leader: a cracker salesman from Nabisco. QCOM needs a good used car salesman or a slick bond trader to lead their sales group. Perhaps they can get a few of them to lead the charge. I think the engineers are so excited about making the darn CDMA thing work they don't know what to do about it.