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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 180.90+2.1%Oct 31 9:30 AM EST

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To: George Gilder who wrote (21275)1/14/1999 5:43:00 AM
From: Maurice Winn  Read Replies (3) of 152472
 
George, it's not really on to sneak up behind somebody like that when they are kicking you when you are down after you'd left.

Now I'm left to wonder whether you really are dyxlexic or 'spacially' instead of 'spatially' was just some bait to catch a hagfish. So, okay, I've bitten! ["...bandwidth insulated spacially as well as by codes and frequencies..."]

With cdmaOne and WWeb picocells, there would be a LOT of communications able to fit into the spectrum before rationing is needed. Presumably Clark, since you asked me, the service provider would bill people for connection time and if they were having trouble finding spectrum they'd just put the price up a bit until things quietened down.

To avoid sudden shouting and abuse of the spectrum, there would be some device compliance requirements by governments who would maintain a spectrum policing role as with other common property.

While there might eventually be a spectrum shortage, we could cross that bridge when we come to it. If a shortage does develop, then some government price-based allocations would make sense.

Don't forget that the capital cost of providing hardware is going to be so high for quite a while that the cost of time on the hardware will be much, much more important than the relatively trivial spectrum scarcity value. So spectrum demand isn't going to grow very quickly even with WWeb devices being used to send 3D images home via 'Babe' when watching whoever is Michael's successor [hard to imagine one at the moment].

Garage openers and the like aren't going to use much spectrum. The demand will come from network connections sending images, so there will be a billing mechanism for most stuff.

How's that for a first pass Clark?

George, I don't know that I like the idea of buying Ericy thanks. Even if they are foundering [not allowed to mention herrings, hagfish or flounder in relation to L M Ericsson]. Why not just hire the staff as they are laid off and leave the shareholders of Ericy with what's left - legacy GSM and there is a lot of unrelated electronics which I'm not interested in? If they have some buildings for sale, those could be bought on an 'as useful' basis rather than the whole lot.

Mquarkce

PS: Taichi, Ramses' Vacation Curse is doing the work. My $80 prediction is weak magic by comparison.
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