Welcome back! I am sure this will be but one of many downdates and since time is short, here goes (take it from whence it comes):
Yes, a swoon of 10 or 12 points the day MOT announced in an analysts' [apostrophe check] gathering that it would re-launch, 'with viga [JFK speak for vigour) ASIC sales to CDMA handset makers. H&Q analyst, doing the usual H&Q chop job on Q, says MOT, as a vendor of ASICs in the merchant market, will pose competition to Q. [Other analysts later shower H&Q with cold water, much as Hillary's explanation for Slick's philandering won stares of disbelief and rank reviews for her finally "speading out"]. Causes much head scratching here on the thread, with Clark pulling out the 10-K, Valueman positing that this is old news and engineer, I think, indicating that it will take months for the carriers to engineer their phones to a MOT ASIC (assuming any handset maker would care to buy a MOT ASIC in the first place).
Other than that, not much........
Naz swoon, inflation-tinged labor report, AG jawboning, interest rate fears, overvaluation, time for correction, August in the market, techs (especially broadband and communications stocks) crashing all over and, oh yeah! Tis the season of the Mq rant, as the boy is absolutely out of control on $ill Gates, monopolistic practices, patent monopolies (as to which he had not cared to express a view), thread protocol (you know, suing Su and the arrogance of dictating thread practice), Eudora, lamb, TelecomNZ CDMA and, you know, normal Maurice.
Best. Steven |
