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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 96.40+5.4%Dec 19 9:30 AM EST
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To: John Walliker who wrote (33501)11/17/1999 1:44:00 AM
From: The Prophet  Read Replies (2) of 93625
 
My apologies for the delay in responding - I was unavailable the last two weeks. I don't know how to respond to your inquiry about whether GSM is a "complete infrastructure specification" as I am not an engineer. However, the issue is irrelevant. The premise was that CDMA defeated GSM notwithstanding all the negative hype which was heaped on QCOM during its incubation period, just as RMBS will prevail in the open marketplace. I cannot resist sharing with you how sweet the 1200% runup in QCOM has been after nearly three years of negative hype on the QCOM thread. I hope to enjoy this sweetness again, in a RMBS cup.

The relevance of the Rousseau quote is that freedom to innovate without shackles ineluctably yields the best technology. GSM was forced upon the Europeans in a misguided effort at central planning. It yielded Europe a short term lead in technology, but the US won the war with its laissez-faire approach, i.e., allowing the best technology, CDMA, to prevail. This is not unlike what occurred with HDTV where, as you may recall, the Japanese had a huge lead on the US with an analog version of HDTV which had been "approved" as a standard by the Japanese central planners. Astonishingly, Japan's huge lead evaporated when the US companies pioneered a digital version of HDTV and leapfrogged the Japanese.

I agree that Europe may require less consolidation of providers because of the common standard dictated upon them, but I hardly see that as a major argument for centralized planning.
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