Good Morning IKE: reading over your thoughts on MSFT, and the articles you posted, I noted the comments regarding the relative decline in importance of the operating system and PC, and the ascendence of internet, and the various forms of access to the net, including wireless.
While I certainly see no slowdown for the elements that make up MSFT,
Internet access will not depend upon any particular operating system, as I understand it, and mobility of access will, I believe, be at a premium.
I have been watching the growth of interest in wireless data/internet industries/technologies closely, and I would appreciate greatly your thoughts regarding the potential for such firms as Qualcomm and Arm Holdings, Ltd., among others, who stand to benefit from the growth in this arena. I know you have long been strong on TXN and their move to leadership in DSP's for telecom.
Monday, QCOM unveils their High Data Rate technology, which will allow up to 2Mbps, or 25X the 56K modem rate, to laptops, cellphones, PDA's and to homes, wirelessly. The technology allows cellphone service providers an inexpensive add-on to allow them to provide this level of data access through their existing wireless network.
Could the recent explosion in interest in this area represent an important investment vehicle, placing QCOM in the path of hyper-growth
presented to investors by CSCO, MSFT, INTC in the past?
Hope all is well with you and yours,
Regards,
James
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