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

To: Ruffian who wrote (23017)	2/18/1999 11:38:00 AM
From: Sawtooth	Read Replies (2) \| Respond to of 152472

OT good "food for thought" article on value investing/W. Buffett: siliconinvestor.com

To: Ruffian who wrote (23017)	2/19/1999 10:18:00 AM
From: mmeggs	Read Replies (2) \| Respond to of 152472

Random thought: If everyone is having so much difficulty engineering a viable and efficient cdmaOne chipset, (except Q of course) why would the results be substantially different with W-CDMA? Nokia, ERICY, etc. make some fine TDMA and GSM handsets, but to date no one has been able to come anywhere close to Qualcomm in cdmaOne ASICs. Given the very different nature of W-CDMA relative to their existing product lines, is everyone just assuming "Oh, they'll figure it out"? Q's advantage here seems substantial. Just a thought. mmeggs