Yogi and all, there has been some quality and thought provoking discussion on the VARI-L thread. This is an absolutely tiny company with niche products for DSP. Most interesting has been discussion of wireless broadband and PCS systems.
Message 9316290
Enjoy.
And what about the turn of events today with Microsoft buying 2-3% of T to assure their place in set top boxes. Any doubts that we are going to see major wars happening in the next 2 years as traditional markets are turned on their ear and totally reshaped?; phone communications, written word, buying anything, and services and servicing of services.
It's also pretty amazing to see this Michael Armstrong in action. He is unstoppable. Not only does he get Media One, but he gets use of the Comcast network too. I heard him on TV today and there's no doubt that he's sure it's going to work. People question if the cable can handle the load. Well, it can and it will swoop fast once it gets started. The combination of services will be very compelling. T will convince people service issues of the past are over. Satellite TV will be have serious churn and AOL and other ISP's are going to have to act fast or get Gov. support.
Microsoft will win the OS war with CE which will takeover the set top, and then by fact of people wanting familiarity and cross platform uniformity, Win CE will take major stake in wireless phone OS. Remember that they have strong partnership with Qualcomm, and CDMA is becoming standard.
Big blow to Sun. AOL buys Netscape, but what does it really bring? Where do Lucent play into this? There's a WAP Forum of all major players trying to find a way to stop Microsoft, but how can they when MSFT buys it's place in T's future?
Exciting day. I also picked up some Antec, ANTC, who I feel will make tons off T, who is also their biggest shareholder. They also have a position in telephony over cable systems, which is very interesting.
Traded some T I bought last Friday. May be sorry, but can't help taking the occasional profit. Probably should load up on this and turn off my computer and go surfing for a year.
Regards,
Mark |
