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 163.59

-0.6%

10:44 AM EST

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To: Ramsey Su who wrote (993)	10/9/1996 10:46:00 AM
From: Maurice Winn	of 1819

Sorry Ramsey, I can imagine the scene - "Ramsey!! Sell! It's Game Over" says wife feeling secretly proud to be first with the news. Ramsey panics!! Searches for reasons. Finds none, curses under his breath at how easily people panic. Curses ewe know who!! Feels secretly pleased that he wiser than wife - must be good investor. Wife idolizes wise Ramsey!! Ramsey sends Maurice money for making Ramsey look really good with wife. Hi Ramsey's wife, hope your trip to China is an interesting time!! Don't you think Qcom likely to drop significantly though? After all, it has been a very volatile stock and has been in the 20s often enough. Competition in email is serious. Competition in Omnitracs is serious. I have to admit to being a bit surprised at the last 6 months - I thought there would have been more progress than there has been - the bubble gum has obviously not been chewed sufficiently. Korea turns out to be the most successful in terms of subscriber numbers. Hong Kong is okay in subscriber numbers but the quality of service doesn't seem high enough - dropping calls etc but maybe simply too many shadows and any system can't give very complete coverage. Korea seems likely to be the main CDMA supplier at the rate they are going. Iridium is going well by the sound of it - so competition for Globalstar is likely. It seems that progress is only STEADY! Which to the workers probably seems unfair, but the 90s is not a decade in which progress can safely be measured in years!! Huge focussed resources for results in weeks are the way to succeed. No weekends. 24 hour days. Let's see - yep, 3.37am here. Quarterly results soon. So looks like some time in the 30s or maybe a tad lower for some quick kit bag filling. Need to get a few more systems operating successfully before people are going to believe it's all real. Imagine with a Globalstar phone - you could phone your broker from the tip of South America no worries. Maurice

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