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

To: bananawind who wrote (22659)	2/8/1999 11:48:00 AM
From: GO*QCOM	Respond to of 152472

QUALCOMM should keep a tremendous lead on the competition.When you consider the equation of QUALCOMM's long development lead and recognition as the leader in CDMA.Second QUALCOMM gets fed every time a competitor sells a chip.QUALCOMM with this continual royalty stream can budget more and better R&D to further advance there chip platform.Finally when the competition gets significant QUALCOMM could afford to sell more reasonably due to there incredible royalty stream by then.

To: bananawind who wrote (22659)	2/8/1999 3:04:00 PM
From: METMAN	Read Replies (1) \| Respond to of 152472

Jim, thanks for the reply. I wasn't suggesting that Q would lose to the other vendors now, but just wondered about any real future competition (I did know that they still received a royalty). Also, I was mainly responding to a few other posts that had wondered about any immediate impact. Lots of interesting news out today! regards, metman

To: bananawind who wrote (22659)	2/8/1999 11:11:00 PM
From: JGoren	Read Replies (1) \| Respond to of 152472

"Why would anyone think they understand the basis and dynamics of Q's business model better than its author(s) ...." GREED and Pride; two of the seven deadly sins. Greed to lower the costs and make more money; Pride that they can do as well or better. But, the point is well taken that as the market grows, Qcom can afford to lose market share in ASIC's and make it up on royalties. What would be neat, however, is if Qcom ASIC's continued to be used on the new handsets (a la Intel) and proprietary, in-house for the older, less-expensive models. I don't think that the handset manufacturers have that in mind, though.