Hello Steve, how about telling us what you saw in Korea. Nothing like the horse's mouth you know. Have they all bought coffins as Qualcomm investors seem to think or are they still buying cdmaOne handsets as the ASIC sales suggest?
Ramsey, the windmill reference escapes me too! I guess I've been to too many wave functions like SurferM.
It's a bit hypocritical for Hollings to be a textile protectionist and going out to bat for Q.com over SETI's efforts. But there seems to be a good lineup of the White House courtiers preparing to defend Qualcomm's right to sell cdmaOne and cdma2000 in Europe as per the telecommunications and other free trade agreements. This is getting very juicy.
Tero remains like King Lear, raving in the wilderness about how cdmaOne voice quality is no better than GSM, how great GSM is, how it will swamp cdmaOne and Qualcomm, how Qualcomm is too tiny to stop the whole world and all the aliens in the universe, how Nokia's GSM free cash flow will make them King of the World. Seemingly ignoring the 3G CDMA direction. When he does consider it, he thinks Nokia and L M Ericsson will win despite no IP agreements, despite failed ASICs other than Qualcomm's and DSP's, despite the problems of Motorola in handsets, Korea's shambles leaving the field clear for Qualcomm.
Ramsey, one other thing; about geography. Never mind Bolivia, Korea or Thailand. Many people in the USA [probably half] couldn't point in the general direction of Canada. Go on, ask 10 people at a bus stop in San Diego where Canada is and ask them to point towards it.
Gregg, your comment about not predicting the future seemed odd. Surely that is EXACTLY what investors do and pretty much all they do. We predict the company's technological outcomes, management performance and marketing likelihoods. Then we predict interest rates, inflation, Japanese collapse, wars, stockmarket manic depression and all that jazz.
If we are good, we make money. I'd go so far as to say that a defining characteristic of people is that they predict the future and make long term plans, decades long, to adapt to what they expect. That's why we live longer than any other mammal - need time to have plans come to fruition. Not that I expect Qualcomm results to take another decade. One was enough - I have a limited attention span.
Mqurice
PS: Marginmike, see, even Gregg is dyxlexic....
"... There will be ***repurcussions***.... .why am I ***know*** optimistic?..."
Just for fun Greg, I'm not trying to restart a speling fight. Tie Chee, come home!!! Qualcomm is home; in the 40s... |
