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

To: limtex who wrote (19128)	12/4/1998 10:48:00 AM
From: DaveMG	Read Replies (3) \| Respond to of 152472

Limitex, I presume TDMA is doing so well because of ATT one rate plan, brand name recognition, corporate connections, and the fact that their network is older and therfore more built out. I can tell you however that over the past couple of weeks I have been speaking with two friends, one of whom has Sprint and the other ATT, from my home. The Sprint phone was a QCP 2700 I believe and the TDMA phone a Nokia, and I can categorically state that Sprint sounded better, every time.Unfortunately for us Q holders I'm afraid, the fact that CDMA sounds better is not the be all and end all of the equation. Neither people knew what technology they were using or cared. Each signed up with their respective carriers due to particular pricing plans, one looking for the cheapest ie Sprint and the other convenience ie ATT, one bill etc. And for your info Tero, neither decided based on phone choice, although the Sprint user did say that his phone works very well, that he chose it over the Sony phone because it cups around his ear better, but that he did think the QCP phone did have a "cheap" look to it. The stock sure is behaving strangely to the extent that it's doing anything at all. It hardly goes down on bad days like yesterday, and it doesn't move up on days like today...Equilibrium,no volume.Hopefully we'll get some good news soon. Dave

To: limtex who wrote (19128)	12/4/1998 12:28:00 PM
From: JGoren	Read Replies (1) \| Respond to of 152472

We won't know for sure whether the failure to deliver phones has caused the drop in market share or whether it is the anticipated drop as other manufacturers enter the market mto satisfy the demand from new cdma carriers and cdma carriers whose customer base is rapidly growing. Remember, that Qcom's production is limited; as other manufacturers ramp up, Qcom can be selling all the phones it can make but it's market share will drop. This was anticipated, because cdma cannot be developed in the commercial market without many manufacturers making and selling a lot of phones. It's the opposite of Qcom's high growth rate; for almost a year, Qcom's joint venture QPE made all the cdma cell phones, so it had a huge percentage of the market. Qcom could double output and sales in absolute numbers but suffer a large decline in its market percentage.