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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: michael_c who wrote (27438)	7/7/2000 5:24:33 PM
From: gdichaz	Read Replies (1) of 54805

Lets think about today. Bloomberg and Dow Jones put out pitifully wrong info - a trained chimpanzee would recognize how wrong - internally inconsistent - using quotes from last Friday as if fresh - and on and on. Free lunches don't explain that. Market manipulation may. Note: The attack was not just on Qualcomm but Samsung also. Why? What Samsung just announced must send shivers of fear up and down Nokia's and Ericsson's back (and hit the European cabal hard) As a result, Europe's UMTS (laughingly the European version of WCDMA) may be dead on arrival. (Just IMO) (Expect Eric L has a different view - chuckle) Why? If Samsung's CDMA2000 will provide 1X (IS-95 C) in October of this year on current spectrum and 5Mpbs in the second half of next year, that is game, set and match. UMTS is dead. Well, maybe not quite. The new spectrum awaits. But Samsung using CDMA2000 3X can move data at 15Mpbs. UMTS can't. But then, the "media" enjoys the lunches the Europeans and their allies provide - and perhaps a bit more? Naw, of course not. Bloomberg and Dow Jones are pillars of truth, no? Again, perhaps, but perhaps not. Accident? Coincidence? Maybe. But isn't it curious that no repeat no US "media" has bothered to check the "facts" or the "real situation" in Korea. Even the "analysts" have checked and reissued their strong buy recommendations - except Synder and Cabi of course. So why can't the media do it's alleged job? Hmmmmmm? Best. Cha2 ... PS Note the Korean "WCDMA" seems to be CDMA2000 1X with HDR with a few bells and whistles and with a sprinkling of CDMA2000 3X (whether MC or DS). That bears no resemblance to the European version - UMTS.

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