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

To: DaveMG who wrote (18488)	11/18/1998 10:30:00 AM
From: Jeff Vayda	Respond to of 152472

DaveMG: Forgive the hop in but seems to me that the dual track is important in this case. Q needed to get its name out there and prove that the technology really did work in the field. The best way to do that was to produce phones. I think the better analogy would be Apple/IBM. There Apple held a death grip on its products and others manufacturers application of it. Only when Apple passed out did it loosen its grip and by then it was too late. The Q is doing the right thing to pass on to all comers (at a price) The Q is always free to modify (reduce fees) any of the arrangements it has made in the past - if market forces make that a good move. While I dont agree with management's 'handling' of their image thus far, I wholeheartedly agree with the their positioning in the market and strategies they are employing to further the penetration of CDMA in the telecom world. I do not think it is likely that they will get to the point of domination of the handset market and as such reduce the sales of device manufacturers they supply. That is not to say that the same device producers are not free to whine about the fees being too high. They are trying to maximize profits also. Jeff Vayda