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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.42-1.2%Jan 16 9:30 AM EST

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To: DaveMG who wrote (21720)1/21/1999 5:11:00 AM
From: Maurice Winn  Read Replies (2) of 152472
 
***Very on topic in the second half*** Dave, You said: "...They'd of picked up a pretty good partner out of the haggling. But could QCOM stomach such a relationship?..."

I couldn't resist. "Haggling" is I suppose a good description of how one does hagfish fishing. Could Q! stomach it? I heard they are delicious smoked and used as "cdmaOne makisushi" = Californian Sushi Rolls to yous.

Wading through a near record number of posts in 24 hours. Thanks especially to Gregg for the post-results review and Jim Frost for the summary. And others for the many items which fill this thread and my head.

It's been raining heavily here - [walked off a golf course today for the first time ever]. I wondered why I couldn't get ISP [Internet Service Provider] connection whereas my friend could. I've got a smart alecky geostationary download to a dish which peeks up at the sky. There is a little icon of a satellite dish on the bottom right corner of Windows 98, reminiscent of the Dubbo Gateway satellite tracking station for Globalstar. I clicked it and a little 'window' comes up with "Telsat Turbo Physical Status" with "Error Rate" in blue, red, yellow and green. "Signal Level" on top. I realized that rain must be absorbing the little orthogonal Gigahertzes so they don't make it to my smart alecky dish, because there was a lot of red [for not good] in the little window.

There are also little circles which are either green or red. These are labelled:
"Clock synchronization"
"Carrier synchronization"
"Viterbi synchronization"
"Frame synchronization"
"Reed-Solomon decoding"

Speak of the devil thunk I! Re concatenated Reed-Solomon convolutional coding, turbo coding, synchronization and the like. I got quite a kick out of seeing Andrew Viterbi's name on it. Also "Telsat Turbo" and "Reed-Solomon decoding". Down in the corner of my Eudora window is "QUALCOMM". So my computer is full of QUALCOMM related stuff.

These are arcane, but significant details in modern life. It means that rain is bad for being a golfing smart-aleck and that QUALCOMM really is on top of things. It doesn't say "Ericsson invented all this back in 1886!" - not anywhere.

Here is my brainwave:
----------------------------------------------------------------
Also, is this a good idea? Eudora should be treated as an advertising agency. In cdmaSpectrum [Dec issue] which you can read at
cdg.org
it mentions that 75% of internet users have a cellphone and cellphone users are 4 times more likely to use the internet than other people.

That means that cellphones and the internet are a club with members using both. Internet users use Email. Eudora is email with many millions of users.

Yahoo! has a high market capitalisation although it is heavily down from the $445 peak I watched it hit without shorting it. That is [in part] because people expect them to sell a LOT of advertising based on "Page Views".

So each time Eudora users hit "SEND" on Eudora, they are seeing QUALCOMM gazing resolutely at them from the bottom right corner. That is a free page view. Advertising sells. That is why people spend a LOT of money on advertising.

After they push "SEND" they then pick up their cellphone or go down and by an analogue replacement. When they see "Q-Phone by QUALCOMM", they automatically get a "This is familiar and is therefore probably okay and I do like Eudora".

So Eudora is a focused advertising platform.

Don't ditch it!! Use it! It is part of the new paradigm. A near zero cost advertising medium which people download at their own expense into their own mailbox and see each day. No need to spend a fortune on tv or putting leaflets in 3D mailboxes.

It might even be worth sending a $100 cheque to every 100th person who is a registered user of Eudora Light and $1000 to every 100th person who is a paid-up registered Eudora Pro user.

Say there are 10 million users, that will be 10,000 x $100 = $1m. Do it each year. That would be a cheap advertising campaign. It seems worth it to pay $1 to each person who views "QUALCOMM" every time they use their email.

Maybe the numbers need fiddling with, but something needs doing in the New Paradigm of Web advertising, software selling and leverage to hardware.

Hoping somebody in Q! is thinking along these lines. It would be a shame to ditch Eudora because of 'losses' as a standalone business unit. That QUALCOMM name attached to "SEND" is worth a LOT of money.

Mquarkce

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