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

To: METMAN who wrote (26695)	4/11/1999 9:25:00 AM
From: Art Bechhoefer	Respond to of 152472

Metman and others, regarding handset margins. Taking a long view of this issue, one can see that when Q first started to commercialize CDMA, other systems, including GSM and TDMA were already being deployed. It was essential to get product on the market before competing standards were so pervasive that there would be no place for a better, more efficient system. I think that rationale justifies not only the handset manufacturing but also the infrastructure efforts, coupled with liberal licensing arrangements to make sure the equipment reached customers as quickly as possible. Compare this strategy with the initial strategy taken by Apple when they first started selling the Macintosh. The "keep everything for yourself" strategy ultimately resulted in keeping much less, and allowed a far less versatile operating system to gain a monopoly. Compare also with the strategy used by many Japanese companies - gain market share regardless of margins. Then work on profits. Art