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

To: Peter J Hudson who wrote (29191)	5/5/1999 12:49:00 AM
From: Freeflight	Respond to of 152472

so csco team is managing their business being lean and mean. no pain no gain......if you buy cisco story: old world firms like LU, NT, alcatel, siemens never cut projects and thus keep too many parallel projects going and become fat pigs. Chambers/Mortgridge doesn't want to repeat original old world biz game: ATT, Northern Telecom, ITT, ROLM, MITEL (same guys at NN now), Wang, DEC, Prime, Sperry, Burroughs, Honeywell, Wellfleet, got too fat and happy syndrome. IBM and ATT's LU spin-out are only ones who came back from MK Cap grave. Xerox, Motorola and Kodak still trying to come back now. Frankly, CSCO pulled LU back from mk cap grave and gave even more legitamcey to the sector. Nokia will put Motorola back from grave in same way CSCO set the upper mk cap bar for LU big time within 16 months, Qualcomm will end up as a weak sister in telecom sector like coms in networkers sector. Clearly, the management team and intellectual property is what gains sector share. just look at what BMW is doing to Harley Davidson in the motorcycle sector in just two years.

To: Peter J Hudson who wrote (29191)	5/5/1999 7:11:00 AM
From: Morgan Drake	Read Replies (1) \| Respond to of 152472

He got some of the "crap" from me. Look, billions of advertising and marketing dollars are spent on creating "demand pull" from the retail customer, even though the firms doing the advertising sell only to middlemen/distributors. Look thru any consumer magazine or newspaper for that matter and count the number of prescription drug ads. What's good about convincing the carriers if the retail consumer is ignorant? I'll bet more than 90% of the users of mobile phones don't even know of the existence of CDMA, TDMA or GSM, let alone being able to define the differences. Do you think that the Teros of the world have helped or hurt Q's cause? He's one hell of a good spinner with a lot of media influence. And he's not the only guy. There have been quite a few anti-CDMA writers out there in respectable publications slamming the Q. Do you think Q would be better off or worse off if we had a few Tero's out there? Morgan