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

To: Valueman who wrote (19120)	12/4/1998 9:49:00 AM
From: limtex	Respond to of 152472

Valueman - thanks. BTW looks like thankfully I was absolutely wrong about today. Just hope it stays this way for a few weeks without hearing about Brazil or Russia. Regards, L

To: Valueman who wrote (19120)	12/4/1998 4:15:00 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 152472

I don't know about that VMan, "One thing can motivate the Russians--the cold hard SuperD." There are some things more important than money, [shut your eyes Ramsey, bite your lip], such as power for example. Saddam wants to be powerful. If money helps that, then sure they will take the money and the power. But if there is a choice, they'll opt for poor and being the boss. Russia is based on power. Anyway, maybe it is the power freaks in Washington who are not worried about the commercial success of Globalstar and are more concerned to show them thar Russkies who's boss. You have to be careful who gets to know how to do space soldering you know. 12 year old boy's clubs need to watch out for spies everywhere and trickery from the bad guys. On the amazing victory of TDMA in USA, it has certainly been dismal for QUALCOMM with all the handset problems. Nokia has done a brilliant job of getting their GSM and TDMA handsets into customers' hands through excellent design. But, they are still GSM and TDMA. Now that this years predicted avalanche away from analog is underway we can expect analog basestations to be converted over to cdmaOne on a grand scale. GSM and TDMA have the inherent disadvantage of spectrum inefficiency as well as the other performance deficits compared with cdmaOne. Once Nokia turn their skills to cdmaOne handsets, we can expect the same performance there. It would be nice if QUALCOMM could be the one to fill the handset demand, but maybe their licensees will do a better job. Minute prices need to fall a long way yet to put real pressure on the GSM and TDMA networks. At the moment, there are few advantages for cdmaOne customers right now compared with TDMA and GSM. But they are inherent and will come as markets develop and competition builds. Hopefully Q! will get their act together on handsets and share in the success other than via royalties. Of course QUALCOMM's handset market share will drop - the 26 or more handset licensees didn't buy licenses expecting not to sell handsets. Mqurice PS: Ooops, sorry, I see JGoren just covered the market share point in the last post.