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

To: tero kuittinen who wrote (13251)	8/3/1998 2:26:00 PM
From: Clarksterh	Respond to of 152472

Tero - < I suspect Qualcomm planned to price their phones a lot higher. They tried the 500 dollar Q-phone angle and it didn't excatly set the Main Street on fire.> Again, all of the phones are subsidized. Do you really know that they aren't getting $500 per phone? I suspect that only Gregg, if anybody on this thread, knows what Qualcomm is really making on each phone, and what their net margins are. Clark

To: tero kuittinen who wrote (13251)	8/3/1998 4:19:00 PM
From: John Cuthbertson	Respond to of 152472

"Overall Japanese investment in W-CDMA is flirting with billion dollars already. They are the motor behind all this, Nokia was forced to speed up their W-CDMA project by the combined clout of Japanese government/NTT-Docomo when they insisted on launching 3G already in the year 2000." Tero, Japan, Inc. has plenty of experience in picking technology losers. Want to buy a Japanese HDTV? ;-) ==John

To: tero kuittinen who wrote (13251)	8/4/1998 12:20:00 AM
From: Jon Koplik	Read Replies (1) \| Respond to of 152472

Tero - your comments ... Jon, I suspect the consumers care. They care a lot. And the last time I looked, mobile phone business was still consumer-driven. Even if CDMA turns out to be more economical than GSM, what are the CDMA operators going to do if the consumers clearly show a preference for GSM? Yell at them? ATT runs a TDMA business, and it runs it well. I just do not agree with this. It is possible that the extremely small sample of people with whom I have had discussions regarding how they ended up with their current wireless carrier makes my opinion at odds with what is really going on out there, but people just do not seem to be obsessing over these differences in handsets. They want a cheap monthly bill. And as long as the handset is within some reasonable range of price, small size, ease of use, etc., then no one ever seems to care about having the absolute "most cool" or "most whatever" handset. Also, isn't it common knowledge that AT&T does not run a good wireless business? (I just want to warn you -- I am one who thinks AT&T doesn't really do anything well (except have really great commercials on TV)). Jon.