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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 155.82-1.3%Jan 23 9:30 AM EST

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To: carranza2 who wrote (7103)2/29/2000 9:31:00 PM
From: gdichaz  Read Replies (2) of 13582
 
AirFiber sounds like a good bet for the company George Gilder was talking around but not being specific.

A couple of points hit me.

The CEO of AirFiber had a first class professor, he had a first class boss at Linkabit and he has Qualcomm invested in his company.

Seems pretty good to me, even if the Q loses some last mile business. Seems like this is from a fixed point to multiple points. But not repeat not mobile.

Could complement CDMA and HDR.

Most interesting.

If nothing else, this guy should remember Dr J well.

Best.

Chaz
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