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: see clearly now who wrote (12556)	7/18/1998 2:33:00 PM
From: gdichaz	Respond to of 152472

Even though I have suggested that phone design is a second tier issue for the Q. Selling to its customers - the service providers, the ASIC and basestation components buyers et al are key. But I like your idea. It would be great fun to set up a Q design facility across the street from Nokia's main production plant or the headquarters in Finland. Sort of tit for tat re the Nokia ASIC production facility across from the Q in San Diego. :-) Chaz PS Note though the Q phone was sexy enough in design and the new one with no outside antenna sounds futuristic too. Just the plastics cracked and the wires didn't bend right. Not exactly design problems, no?

To: see clearly now who wrote (12556)	7/18/1998 8:18:00 PM
From: marginmike	Read Replies (1) \| Respond to of 152472

There is one small difference between the box and Pizza ananlogies. If you buy a Dell, CmpQ etc there is no carrying costs. If it was cheaper to run a dell over time for both customer and carrier then this would diferentiate it from its competition. Pizza, Computers, and Beta max, Newton etc didnt have any cost of operation advantage. In actuality they were disadvantage because price of technologies and software and accessories were more expencive. If CDMA didnt have a cost advantage qualcoms future would be less bright. CDMA when at full tilt is cheaper for consumers and more cost effective for carriers. This and this alone is whille we will overcome GSM.