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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 163.32+2.3%3:59 PM EST

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To: Mr. Sunshine who wrote (18690)11/22/1998 8:52:00 PM
From: Maurice Winn  Read Replies (2) of 152472
 
Infotech Weekly says that Telecom New Zealand is now considering VW-40. It seems their decision to go with an extension of their TDMA network wasn't as final as it sounded several months ago. They have only 16,000 TDMA customers and 500,000 analogue. Vodafone has 130,000 GSM customers and thinks they will double that in 12 months with some price cuts. Vodafone recently bought the network from Bellsouth who had a miserable financial return over 6 years.

Telecom New Zealand has also asked Nortel and Lucent to submit cdmaOne plans.

Looks as though things are heating up here and there will be direct cdmaOne versus GSM in heavy duty competition in a year or two. Telecom better move fast if Vodafone is planning an onslaught.

Rajala, you watching? Then there will be a spectrum auction and more cdmaOne competitors will be coming in. Australia is heading towards cdmaOne too.

L M Ericsson's Mr Blockmar, Business Development Director, visited here to push their VW40 [and TDMA sales no doubt]. Infotech said, "Mr Blockmar says no European Union government dictates technology requirements". That's news to me! What about cdmaOne in Europe? Will they allow cdma2000? No! Blockmar was quoted as saying, "Americans seem to think that their technology has been excluded from Europe, but American companies backed our standard during this debate at ETSI [sic] in January, and backed the decision to propose WCDMA [sic] to the ITU."

So it seems the secret signals from my QCP820 are working fine! A shame about the plastic housing on the Q-Phone. This time next year I suspect I'll be using my QCP820 in digital mode right here in Auckland. Telecom won't be able to stand by and watch Vodafone clean out their customers.

I held the Nokia 6110 yesterday. It was great. Nice, opalescent greenish coloured non-cracking plastic case looked nice. Attractive design. Small, light [much smaller and lighter than my monster QCP820]. Good belt clip on system. Battery lasts for 3 or 4 days with a lot of talking going on. Just gets recharged in the car. Games, easy to manage menu driven large screen. Infrared port. Call filtering - during the weekend, business calls for example can be diverted automatically to call forwarding. Other call filtering can be done.

The man who owns it says it is just great.

It really is a cool little number. Now it just needs an MSM3000 instead of GSM chips. No wonder Nokia is selling millions of them and making heaps of money.

Mqurice

***OT department***

Jon, the hog prices article was, I thought, a joke. But they actually seemed serious in the end. Good grief, talk about pork barrel politics. It sounds like the worst of the EU with their agricultural subsidies.

Re the deflation article, deflation is good. We want things cheap. As long as it doesn't mean a collapsing economy, great. The more cheap things there are, the better it is. This is just the New Paradigm. Nothing has changed. There is no collapse.

Sure, Alan Green$pan has to rejig the money supply constantly to keep it in balance. It's a moving target these days, completely detached from gold standards and all that stuff. But any hint of real economic contraction type deflation and just watch the printing machines hum! We've been through all this for a couple of years now, with lots of posts earlier this year right here, so suffice to say that the great infinitely elastic money supply will continue to be time dilated according to Einstein's theory of relativity. The faster it travels, the less is needed, but the more is printed and the cheaper it gets, but productivity increases even faster so we all get richer unless we hold cash which gets devalued relative to productive assets like QUALCOMM and WirelessKnowledge.

Hence, QUALCOMM $80 any day now! Dow 16,000 Feb 2002.

Which brings me to KAL007! Steve, thanks for the details. According to the previous theory, they were asleep at the wheel, which is wrong since they reported way points, which is hard to do while asleep. Your theory is that they deliberately flew off course, reporting false positions, to save petrol, even though they were going over red-lined military markings where any half-witted 747 pilot on earth knows not to go. Especially if they are USSR red marks. We all know not to complain to Grizzly Bears about human rights. They just don't seem to understand. They've just shot Galina Starovoitova to demonstrate their continued barbarity.

Overall, you seem to say that we don't really need courts and all that boring 'guilt' stuff. If we do something wrong and ruin people's lives, we just need to shrug our shoulders and say, "Aw shucks, I'm sorry, it seemed like a good idea at the time and I made one of those silly mistakes we all do". "No worries", will say the rellies and victims, "heck, even when McDonald's warns me about coffee being hot, if I spill it in my lap in my drunken stupor I'd never dream of sueing or complaining".

"Hey" says Bill Gates, "You wanna see how white hot it gets in corporate battle - gotta make decisions on the fly with almost no information. Sure, we might have made a couple of comments to competitors, but hey, we all make mistakes". "No worries Bill", says Joel Klein, "You should see the silly mistakes I've made - parking in all the wrong places cause I was hurrying and didn't read the signs properly. No worries though, City Hall doesn't bother with parking tickets anymore".

Joel continued, "Anyway, nobody is allowed to comment on anything if they ever tried to figure something out and came to a false conclusion. You see, having an idea and telling people for their consideration is as bad as shooting a KAL007 out of the sky. Unless you take a vote on the plane and over half of the passengers vote to be shot out of the sky in which case commenting on something is the worse crime. Democracy is a wonderful thing".

"So, no worries Bill. Case dismissed! Oh, and tell the other Bill with victimless crimes of passion that he can go free too!"

I wasn't going to comment further on KAL007 as it's getting out of hand, but you tempted me by suggesting I should keep my mouth shut about things. I'm sure you must have known that would get a diatribe from me!

Don't forget, the $80 prediction came with a double your money back guarantee. Nobody offered to take me up on it - lucky for me really. They must have all been subscribing to Ramsey's vacation newsletter instead.

Did you send my name to the war crimes investigatory commission? Heck, I hope they don't know where Eketahuna is! I hear those Tomahawks are accurate and they are looking for a new target now that Saddam is back off the list and Libya is being good [where ARE those two Lockerbie bombers anyway?].

Incidentally, for the technically inclined, the B747 has three independent INS systems. They very seldom fail, and when they do you know. It is impossible that 3 systems could all fail, without a failure warning, and continue to give what looked like good information. So you can forget the theory of navigation computer malfunction.

Any further expert commentary on KAL007 etc should probably be via Private Mail lest we be prosecuted for crimes against humanity = torturing members of this thread.
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