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


To: Jon Koplik who wrote (14673)9/7/1998 1:24:00 PM
From: marginmike  Read Replies (2) | Respond to of 152472
 
Yap ,Yap,Yap goes the same old debate. I have argued With Tero to no avail. I have taken the battle to the Nokia thread were Tero dishes his propaganda to all to hear. He is a little more careful here then there. He knows we will call his opinions as such. After listening to his mutable argument grow like a chameleon in changing seasons, I have decided that he is best ignored. He isn't savvy enough to realize CDMA will be the best thing to happen to NOKIA. If he is not insightful enough to see how much CDMA is going to the bottomline at Nokia, It is futile for him to see its benefits to Qcom. When, not If, Cdma migrates to Europe and China Nokia will be in almost an equal position to Qcom having being the 1st major manufacturer to build CDMA alongside the mighty Q. The experience it has gained and advantage over Erickson is irreparable already. Why did Nokia migrate so fast to CDMA tero? According to you it is less advantageous then GSM? Your 1st love can recognize the potential yet you refuse. Nokia's recent successes have had as much to do with MOTANIC and ERICSHIt's refusal to adopt CDMA quickly, as the 6160's sales. I would think that going forward the same would apply to WCDMA and CDMA2000. But enough about TERO, here are some facts:
1)WCDMA is a theory it doesn't exist as a working standard. It will take years in court and of engineers struggling to develop circumvents around IPR's. In the meantime CDMA2000 will be rolled out all over the world. I would also assume that QCOM is also working on an overlay of GSM. I would bet my money on Qcom over Ericy or Nokia. I tend to side with American ingenuity. Ill use history to support that ideal.
2)The United States Government loves to pick trade fights. They are politically popular. They show US congressmen fighting for American interests. Having Brent Scrowcraft as a shareholder doesn't hurt either.
3)In the meanwhile as a stock Qcom's growth will continue for several years irrespective of 3G or any political nonsense. We will be starting new systems,building new factories, and launching new satellites. We are growing at minimum this year at 30-40% and the end is nowhere in sight. We will meet and greet all earnings estimates. This despite the carnage taking place in the third world.
4) If in some far sided scenario Qcom losses 3G debate and patent fights QCOM will still be a leader in CDMA chip and handset manufacturing. The fact that the whole world market will be open, as well as existing contractual partners will support strong growth anyway.
5) On this Labor day I say relax. The plan is running smoothly, and soon we will reach are destination. However do yourself a favor ignore TERO



To: Jon Koplik who wrote (14673)9/7/1998 6:34:00 PM
From: gdichaz  Read Replies (1) | Respond to of 152472
 
Jon: Tero is indeed a remarkable political "expert" - defined in the language as "an ordinary person away from home." Remarkable, no? The beauty of the US politics of the Q is that there is a consensus of support - all across the political spectrum. Not easy these days. To have the Vice President weigh in re the Russian nonsense, to have Tero claim that only the ultra conservatives support the Q - "from the south" - does he mean south of Finland - or the US south? A company with Gen'l Brent Scowcroft on the board and the Vice President personally involved in a difficult problem solving situation in Russia, ain't exactly a company with narrow political support. Let Tero advise us why Finland wishes to take on the US flat out. Why? The beauty of Nokia is that it too has a broad base - a foot in both camps so to speak. Seems like Tero is an Ericy agent - pure and simple - not a Finn - suggest a reverse expedition to Finland to check his bona fines - and perhaps his checkbook deposits. Just kidding of course. But the full support for Ericy somehow seems strange, n"est ce par? Especially since there is a clear natural alliance between the Q and Nokia. The best of US and Finnish technologies and skills could emerge - with Ericy in the dust. Not a bad outcome IMO. Multiple :-) :-) of course. Chaz