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To: Brian K Crawford who wrote (863)	3/29/1999 7:31:00 AM
From: John Carragher	Respond to of 54805

I think Gilder's assessment is short, to the point, and may be in the right direction: QCOM can be "the Intel of wireless communications". I bet there are more of us who were in early with qcom but became restless & sold early. I agree with your thoughts about qcom getting out of phones and stick with their technology. Those folks on the qcom thread really know the business I used to follow it daily but most of the time it was way over my head. <g> Nice to see them get a great lift and confirmation on their investment.

To: Brian K Crawford who wrote (863)	3/29/1999 9:41:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

So our analysis of QCOM as a standard setting, cash gushing royalty machine has got to include an assessment of the business acumen of the top management, in addition to the strength of their patents and their technical/engineering wizardry. Great post Brian, you have covered a lot of ground that I was going to go over. Several points: 1: The people who started this company, wrote the books used to teach MSEE courses in this business. This company hires and uses the brightest people in their industry. The Brain level is unbelievable! 2: Boy, are you right about the decision to get out of the phone manufacturing business! This is not their bag. 3. They have been nailed in the past by having to do business with all the "Peoples states" around the world who either screw them or get in trouble; like Korea, and the present "Chinese Army" situation. Now that competitive systems are out of the way, this should not be as big of a problem. 4. Is there some new technology on the way that will put them under? Not that I am aware of. 5. How savvy is the management? The history of the last few years raises doubts, but I think it is growing pains, and the savage patient fight. Everybody and their brother came out of the woodwork with phony patient claims, and fighting them off has taken a lot of management's time. 6. We are going to get accused by some of turning this into a QCOM thread, but I really believe that analyzing this company from the standpoint of Moore's "laws" is the job of this thread, The QCOM thread is not set up to do it. 7. In sum, we are looking at a startup "Intel" that has got the competitors under control, and is on the way to becoming one of the most profitable companies of the next decade. The key point to me, can management handle it the way Intel handled it?