VW-40© & One's Health and Well Being ...
<< Dr. Irwin Jacobs is "obstreperous"? >>
Beats repeated references to his 'technical imperiousness,' or frequent use of the adjective 'controversial' in front of his name, doesn't it?.
<< To benefit your own health, you probably should sell your QCOM shares. >>
Ron, please worry about your own 'health' and I'll worry about mine, and you pay attention to your portfolio and I'll tend to mine.
Sell? With VW-40© not only "commercially available" but "commercially viable," by any one of IMJ's definitions of same that evolved over time while he was trying to tell us how Qualcomm was trying to salvage it by suggesting within 3GPP that synchronizing transmissions would solve problems that didn't exist other than in his mind even while they were making those suggestions.
Fortuitously the "GSM1x Network Solution" has now long since vanished from QUALCOMM fantasyware, and QUALCOMM is finally getting the MS6250 into commercial production and incorporating EDGE into future UMTS chipset designs that should be commercially available in handsets shipping sometime in 2006?
Heck! There's no place to go but up over the long haul. I'm in synch with Art (subject to his appropriate caveats) ...
My QCOM target by year end '05 is about $55 to $60, or a gain of about 35% for the year.
Message 20915034
... and that's without a nice little bull run or a slight touch of bubblemania that one can always hope for.
As disappointing as QCDMA technology adoption has been, relative to IMJ's prognostications for same YtYtYtY, VW-40© will pick up the slack, and if Qualcomm siphons off some 'marketing' dollars from creating press releases and slideware and uses them to pump up the R&D spend, and keep it pumped up, to live up to the PR and slideware, they'll be a VW-40 chipset player of some significance, more than compensating for any erosion in chipset share for mature and standardized cdma or cdm/tdm technologies on which they have an architectural lock.
The good and well-intentioned Doctor's 'enthusiastic' [OTT] prognostications are easy enough to compensate for. When he forecasts something that seems like too much of a stretch for rational minds to comprehend, one simply divides by 2 and adds a year (or two), runs it by one's abacus against known fact to see if it computes after one factors it down, and count on all the well compensated and well optioned pooperscoopers to diligently expunge all available original traces of the more extreme of those prognostications. As an example, when in October 2003 IMJ states in reference to UMTS/WCDMA chipset market share ...
"We're looking at a 50 per cent share by the time it takes off, which should be in the 2004/5 period."
... 25% in the 2005/2006 time frame would certainly be a reasonable guesstimate ...
... and you can expect the esteemed trio of Thornley, Jha, and Keitel, to vigorously state that they don't think the chief ever attached a time frame to the 50% target. After all, they're team players, of proven competence.
My financial, physical, mental health, and well being, are well in all aspects, thank you, as is the health and well being of all my family members. I sincerely hope yours is as well. I'll knock on wood for all of us relative to those statements.
Happy New Year,
- Eric - |
