CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST! Message Board

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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!

QCOM 169.98

+0.9%

Oct 11 9:30 AM EDT

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To: Maurice Winn who wrote (1771)	4/10/2010 11:59:27 AM
From: waitwatchwander	1 Recommendation of 1818

Too little, too late is a pervasive theme in almost all Qualcomm relationships ... msmobiles.com Some of our colleagues have noted that their leadership seems to be to busy living the good life to thrash it out in the trenches. No doubt a ton of quillionaires have been created and there is likely something in connecting those dots. Qualcomm only succeeds in the areas where others don't follow. That approach appears to dominate their competitive tool bag. And, as FLO and CDMA have demonstrated, even when they win wars, they mostly leave behind a loosing environment due to the driving off of all other comers into safer, frandlier lands. There is a lot they don't seem to get. Some may find them to be their own worst enemy. I keep hoping they will learn and grow out of their injurious ways but that seems to be nothing more than wishful thinking. The bets just keep coming ... OmniTracs was $50M, CDMA was $500M, the plethora of dot.bom investments (G*, Vesper, NetZero, Wingcast et al, Inquam) each within the realm of $100M to $200M easily totaled more than a few billion. $500M went into Q Ventures and FLO got another $1B. If you include Flairion, the patents and UWB expenditures, TD-LTE will likely come in close to $5B. With each iteration, the bets get bigger and bigger. They sure look like an addicted bunch. I wonder where they sit on this chart. As the cash rolls in, the drain keeps getting swilled. I see margins have been creeping back of late. Maybe the coming round of quillionaire flushing will be different. Then again ... Same old, same old ... oh well.

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