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

To: Mike Buckley who wrote (30401)	5/20/1999 10:40:00 PM
From: kech	Respond to of 152472

Mike Buckley, DaveMG and LindyBill - Gorilla Game enthusiasts. Good questions about whether the Q has given up any proprietary control. As I think someone mentioned it really depends on how we, or Geoff Moore defines proprietary control. From memory, I think he defines it as the ability to make architectural changes that keep competitors off balance and at a disadvantage. I think we all agree that the Q can do this through redesigns of improvements to CDMA into handset ASIC chips and base station modem chips. One question is whether the abandonment of the infrastructure division reduces their ability to implement a new generation of chip, modem and infrastructure innovation. I am not sure, but I thought that it would on the margin, because with the infrastructure division they could put up something like the new WLL Cricket system that LEAP is putting up, supply the handsets and base stations, demonstrate its success, and then get other heavier hitters to buy the concept like Motorola and Lucent. Maybe this isn't necessary any more - I don't know. Maybe the game has shifted away from these type of "show me the system" innovations to more incremental improvements in handsets with EUDORA web browsers etc. I would definitely agree that they haven't abandoned "all" proprietary control - my only sense was that the had dropped some of the degrees of freedom for architectural innovation that they had developed in the past. Tom