Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: JMD who wrote (32534)	6/17/1999 7:54:00 PM
From: Cosmo Daisey	Respond to of 152472

Armstrong's head long plunge into cable The purchase of cable is to be able to compete with the local tele service providers. The next generation local is cellular and bypasses the local tele's and regs. NXLK is building a nationwide fiber and local cellular system that bypasses the locals and local no compete regs. Armstrong is committed to old tech cellular TDMA, not CDMA. Someday we will get local, long distance, celular, and internet access from one source. Companies like NXLK are poised to provide that service. Armstrong is spending billions for out of date, narrow band cable. NXLK is developing wide band CDMA total communications system. Armstrong is hailed as a hero of telecom by those who are out of date with next generation technology. I think thats what Jim is talking about. CD

To: JMD who wrote (32534)	6/17/1999 10:09:00 PM
From: Cosmo Daisey	Read Replies (2) \| Respond to of 152472

Mike Armstrong's head long plunge into cable leaves you cold? Further proof of where the future in telecom is and its not cable. biz.yahoo.com

To: JMD who wrote (32534)	6/17/1999 11:54:00 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 152472

JMD, on ATT Armstrong's headlong leap off cliff thanks, Cosmo, you put it well... here is my amateurish slant... Morgan, go piecemeal chunks, with a filet minion between chunk conversions I must preface... I have no intelligence to speak of outside complex mathematical exercises, programming of algorithms, and such leftbrained endeavors ATT has always impressed me with their late entry to parties, slamming their johnsons on the table as they lay down too much money for old technology, and especially their pathetic stock appreciation... but then again, ATT stock holders are little old ladies who just love those dividends... it is always a challenge to get their canes out for attending stock holder meetings... is ATT share price any higher than in 1990? I quote with only slight liberty George Gilder from his June99 issue of Gilder Tech Report... he may be a Letterman fan, but doubt Letterman owns ATT stock basically, ATT is setting out to be decimated by an avalanche of wicked cheap fiber optic bandwidth... if fiber dont tie him in knots, then Cisco's "voice for free" plan will wipe ATT out... ATT's plan of wresting market share from RBOC's is tantamount to plotting to eat your children for nourishment when new food sources reside in the next technology... Nortel's recent developments will catapult voice cost to near zero while TMike scurries to save his fat ass and job hey TMike, didnt anyone tell you that voice will be the rivulet on an amazon of data flow, priced as loss leader, or seamlessly bundled with data services??? 10 REASONS ATT IS NOT A TELECOSM COMPANY 1. they are trying to combine content and conduit, which is a capital crime in the Telecosm (pick one, not both, you suck at both now) 2. traffic and profits migrate to the least regulated arena and ATT is a snakepit for lawyers (you operate with one arm and one leg tied now) 3. they have lousy rights of way based on microwave lines of sight (over my head) 4. they have lousy fiber from past generations (aint got no thick fiber here) 5. they want to create a smart network, full of lucrative services (smart belongs at end of dumb bandwidth) 6. over 90% of their revenues come from voice traffic at a time when non-mobile voice will be nearly free (burn, baby, burn !!!) 7. their wireless is TDMA at a time when the rest of the world is shifting to CDMA (ooops, wrong horse, how many billions of chimychongas?) 8. their shareholders are still dividend addicts (where is my cane?) 9. their best executives left and are now competing with them (survival of the unfittest, de-evolution, Darwin's lunch) 10. ATT took $5B to go to bed with Microsoft, thus combining the oldest capital plant with the oldest profession (idiots who buy software whores) FOR REGULAR HIGH PROTEIN DIET, CONTACT THE GILDER TECHNOLOGY REPORT AT WWW.GILDERTECH.COM (my comments in parantheses) gonna be entertaining to watch ATT bones get picked... do we have to buy tickets? ... cannot wait for Global Crossing to undercut ATT international longdistance rates by 50-60%... the USGovt has been ATT's best friend for 30 years (dog is man's best friend), and now time to be lunch for the competition / jim willie corned beef (no mustard, hate that pastrami crapp)