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

To: marginmike who wrote (15356)	9/22/1998 10:34:00 PM
From: Dave	Read Replies (2) \| Respond to of 152472

Mike: A few points. You state, "If Qualcomm executes well", I will give you that the Q has good (but probably not exceptional) management. However, "executing well" won't matter much if the world economy is in a world of hurt, or if Korea blows up again, right? Furthermore, including China in your markets is a little misconception. I think that TDMA/GSM has a bigger footprint than IS-95. I think the only place in the world where IS-95 has a bigger footprint than TDMA/GSM is in South Korea. Additionally, to further clarify, when I mention CDMA, I really don't mean IS-95, but W-CDMA. You know, have to get specific. :^) As people on the AMD thread used to argue, AMD has so much more potential. You know, you are arguing technological superiority. I view the Q as Apple. Yes it is superior, but it is more expensive and I can get something cheaper which serves the same functionality. As for the "Nokia has won a battle.." I agree. W-CDMA, as proposed by the ETSI, gives the current TDMA/GSM infrastructure a clear upgrade path. Which means, companies which have invested 10s to 100s of millions of dollars won't have to throw away what they have. They can still use it. dave