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

To: Dave who wrote (15336)	9/22/1998 1:51:00 PM
From: marginmike	Read Replies (2) \| Respond to of 152472

Your logic is incorect. It doesnt matter who has the biggest market share in a business that will cease to grow. Motorolla has the biggest share in analog. Who cares, analog is obsolete, and when 3g is introduced so will GSM. The reason erickson, and Motorolla are getting killed in the market is because they are not in the growth segement of the marketplace. That growth segement is CDMA, not GSM. If you live in the past you will fail to see the future. Five years ago motorola ruled the cell phone world. Nokia was a tiny company that made cheap lousey cell phones. They were really bad. they however focused on the new Tech, GSM. they grew and grew and now they are huge. Accourding to your logic at the time, we shouldnt have bought Nokia because Motorolla was going down in its stock value. thus the analogy "if motorola this big powerfull company is going down, then Nokia has no chance!" I could make the same analogy to DELL and IBM or Sun Microsystems to Digital. The point is High tech is a rapidly changing business. The companies on top now have nothing to do with who will be on top 3 years from now. Your linking nokia to Qcom is short-sighted.