Dear Recently Returned From Fiji Island Thread Thug:
I hope you had a wonderful time and got leied. I also hope that this will cause you to permit a wee bit of levity from time to time, or I will flee to Maurice's competing thread which advertises total anarchy of speech [though it occurs to me this threat might appeal to you].
Here's the scam on the handset sale from surf central. I've never disagreed with Gregg but I could never get comfy with his insistence on Q holding tight to this division, ergo I think it's way cool that they're cutting it loose. Dr. J's got better things to do than fiddle around with commodity products, and I don't give a flip what anybody sez: phones is phones. They get lost, stolen, and run over by golf carts and nobody gives a damn.
The Q is clearly set on the Intel model which is very, very, very O.K. by me. Not exactly a fabless fab like Rambus, but a ton of IPR's hauling in royalties and a premiere ASIC fab for pushing the CDMA R&D envelope. Let BatWing, NOK, Ericy, Siemens, et.al. batter themselves silly fighting for market share with the "form factor" as we tekkies say. The dough is in the intellectual content not the plastic housing, as all loyal adherents to the New Pair 'O Dime rulz know which is why reading the Cost of Sales line in MSFT's earnings reports make grown men weep. Far as I can tell, the good Dr. J's on one helluva roll in 1999: sell the iron to Ericy and the plastic to a company about to be announced tomorrow, take the dough and load up with a select few from the pocket protector crowd who want the good life in La Jolla, and let the good times roll.
Man, I just love this company. Surfer Mike |
