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 180.90

+2.1%

Oct 31 9:30 AM EST

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To: Eric L who wrote (1744)	8/20/2005 7:30:37 PM
From: Maurice Winn	of 1819

Nine years indeed! I remember internet time running at high speed. Somehow, it has all slowed down again and now years roll by and the TALC [technology adoption life cycle] seems to have slowed to glacial speed. Fortunately progress seems as relentless and as powerful as a glacier too. Another question is: Will you live to see CDMA or OFDM gain 95% market share and QCOM reach $1 trillion market capitalisation? Nine years is a significant proportion of a lot of remaining lifetime for a lot of people. We aren't all 20 anymore. China is still not a CDMA realm, a decade later. Bombing the embassy in Belgrade put paid to that hope. Another question for CDMA/OFDM is: Will Globalstar develop to be the biggest cyberphone service provider on the planet? I still think it's one of the world's great business opportunities going to waste. The mismanagement made everyone gunshy and conventional wisdom now is that satphones are a negligible niche market. As usual, conventional wisdom is wrong. The answers to the "Market Test" questions were good, fortunately. Multitudes of people did get rich from CDMA. Swarms of them subsequently got poor again. Trenton is using CDMA galore. Etc. Eudora is still on the go. BREW is bubbling along with great potential - secure cyberphones will be important and BREW can provide that. I suppose OFDM will be a long time coming down the 'pike. But at least QCOM is in the driving seat instead of standing on the freeway. Mqurice

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