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

To: Maurice Winn who wrote (19145)	12/4/1998 5:03:00 PM
From: DaveMG	Read Replies (1) \| Respond to of 152472

Mqaurice: Q is in a delicate position. I've been bringing this up for a while but nobody's responded.They can't hope to be the 900 pound gorilla in the CDMA phone mkt and sell tons of ASICS to other OEM's, unless they are to be king of the phone mkt(wishful thinking I might add) and purveyor of ASICs for other types of devices ie CE or whatever. They're going to have to choose, which is why I think it makes sense to attempt to sell into the high end, higher margin niche market while leaving the commodity phone mkt to others, a lot of whom will hopefully continue to use Q Asics.Even if Q gets 3G harmonization the big guys aren't going to be buying Q Asics IMO. Unfortunately what I can't understand is how Q is going to be able to produce even these higher margin products cheaply enough to compete with the likes of Nokia and Mot when the only real advantage they have are royalties,unless of course their products are just better than everyone elses, which is asking a lot when you consider all of the quality issues that have surfaced to date although it's true they're new to the game. The thing is you don't get to be new to the game for long do you? Afraid if we don't get any news of consequence in short order gravity will indeed pull us BACK HOME......Dave