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

To: marginmike who wrote (18089)	11/10/1998 12:15:00 PM
From: DaveMG	Read Replies (2) \| Respond to of 152472

MarginJason, I admit to sharing you're concerns about the handset operation but IMO Clark made some good points about possible rational behind this capability. Also, if you look at what's happened over the past several years in the handset competition between the major players,product cycles cause leadership to pass from one to the other. This year Nokia's blown everyone else away. But isn't ERICY gearing up to introduce a new platform next year? And isn't the pdQ slated to emerge over the next 6 months? And do you know which generation MSM these Q's are using? Perhaps by the time MOT is shipping volume Q will slip the new chip in and that'll be the end of StarTac outperformance.And when data becomes more important the StarTac display might just turn out to be too small. Did you look at the display on the Denso phone? That thing is huge. I saw one on the street. Looked to me like pictures of an Iridium handset. Like I said however I do share your concerns and wonder whether Q can really afford to compete in this game against such large entrenched players other than through ASICS....DMG

To: marginmike who wrote (18089)	11/10/1998 3:09:00 PM
From: Clarksterh	Read Replies (2) \| Respond to of 152472

Mike - The Q Phone is supposed to be the top of the line premium phone. It is direct competition for the Star-tac. The Q is the high end for Q!. But the price point for the Q phone and the Startac's are considerably different. The Q has a list price of $500 and although I don't know the list price of the CDMA Startac, the cheapest non-CDMA Startac is $800 and the most expensive is $1500. That is a very different target. Finally it should be noted that the Q phone is browser ready as soon as the networks become ready. Is the Startac? I am not saying that the Startac is not added competition, but you seem to love to work yourself into an unjustified state of doom and gloom. Clark