Be glad you posted this on a Friday night when Lindy is probably dancing; I'll try to be kind and gentle in my response.
Make your blood boil,
Well, I should say! *
Yeah Mike, I was "seeing red" until I saw your answer. It just shows how difficult it can be to comprehend Moore's concepts on first read. The other mistake we run into it people not realizing that an "open" proprietary standard is stronger than one that is not open.
A chimp here would be someone that tried to be a Gorilla in Cellular transmission, and did not make it. I don't think anyone qualifies, because the TDMA, GSM, and analog standards were all committee "Unix" type plays, I believe. Everybody was trying to be a King, and it looks like we are going to end up with a lot of big princes. One "Unix" type standard here is the GSM European one, which, due to the unbelievable bureaucracy in Brussels, may turn out so bad that the final CDMA breakthrough there may be even bigger than we imagine.
The second tornado in HDR is still crossing the chasm, IMO. And we have a niche Gorilla play (or possibly King), in digital movie transmission in the chasm, also. They are a King in their original business, the satellite control system for trucks.
I said, in one of my enthusiastic posts back in March, that I had known for years that this company had the best brains in telecommunications in the world working there. If you go for a PHD in Telecommunications, you study the books that Jacobs has written. My son-in-law is about as sharp a EE as you will find, and when he went to work there in 1990, he found he had one hell of a learning curve, to catch up to what was going on.
It's funny writing this tonight, because, on my way home from dancing at the Derby, I was trying to figure out at what capitalization point in Q's future I would draw down a large portion of my stake, figuring that I had creamed the growth. I just can't guess it yet.
The capitalization is now 60 Billion. Where do we slow down? 200 Billion? 400 Billion?
*"Trouble", Meredith Wilson |
