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

To: METMAN who wrote (26791)	4/12/1999 12:20:00 PM
From: DaveMG	Read Replies (1) \| Respond to of 152472

It's going to be years before all these Bogeymen die on the vine, if ever. .. CDMA won't work, too complicated, against law of physics, a fraud.. Too late to market... Handsets are behind the curve, coverage spotty... Q is unfocused and has bitten off more than it can chew, witness all the handset problems, losing scads on infrastructure... * WCDMA will isolate IS95 and strand QCOM, no more royalties... * Oncoming handset competition from the NOK,MOT, ERICY will destroy margins.. Q will lose ASIC share to SAMsung etc.... Because of Infrastructure sale Q will lose control over standards direction and lose ability to keep up for ASIC innovation *China is "case closed" There must be some I've forgotten..... Meanwhile, of course........Q just keeps rollin along.. DMG