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

To: JohnG who wrote (33352)	6/27/1999 9:15:00 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 152472

no clue on Siemens and SiCGe access... but they are a tech giant over there... if dont have it inhouse, then surely have it thru partnerships what other carriers besides VOX are almost exclusively CDMA in offerings? ... just curious since these stocks will likely outperform even the Q in next several months... they are more focused on the rocket growth, but have other infrastructure outlays to deal with /jim

To: JohnG who wrote (33352)	6/27/1999 2:19:00 PM
From: Maurice Winn	Respond to of 152472

Silicon Carbon Germanium IBM is the main one with SiCGe semiconductor stuff and has already formed a deal with Qualcomm as well as already produces a lot of the standard semiconductor ASICs for Q! This was discussed here a few months ago, somewhere. I expect the MSM5000 is already being lined up on the end of the SiCGe process. That will NOT be good for VW40 which has got to shrink from truck sized to a lot smaller before they can squeeze it onto some SiCGe - assuming of course that they ever decide whether it will have a chip rate, synchronisation, convoluted or turbo coding, red paint or racing stripes. Siemens is sure to be interested in all this stuff, but as with Ericy in the old days, interest isn't enough. They have to be able to do something. Maybe they will make a huge offer for the handset division though it would have to be huge since it's looking very successful. Sure the market share has declined from 100% of the CDMA market. That is not surprising since there are about 26 handset licensees, all of whom expect to sell a lot of handsets. It's surprising that Q! has maintained such a high market share for as long as they have. I guess that resulted from the difficulty Motorola, Nokia and others had in producing competitive ASICs and handsets. Q! just kept on racing ahead. Fine by me! Mqurice PS: The Fed is sure to raise interest rates. They were wanting to do that this time last year, or maybe it was two years ago now, but because of the Asian contagion and the Zenit butterfly effect on Long Term Capital Management and the Great Financial Panic of September 1998, they had to cut interest rates and give a huge injection to the financial system to avoid what might have been a financial market implosion. Now things are zinging, Japan, Korea, and even Mad Mahathir are back on track, more or less. The USA is roaring. Alan Green$pan quite rightly wants to put interest rates up again, so he has lots of breathing room. He needs to keep the US$ a very powerful instrument. To do that, he needs to reward people who hold cash. To do that, he needs to ensure they earn a decent interest rate. Which they won't, even with an interest rate hike, because The New Paradigm has completely conned nearly everyone. Anyone with cash is losing ground very, very fast to the real value in the world, which is The New Paradigm stuff, such as SiCGe, CDMA, The Web, Globalisation, Globalstar, The end of Y2K, and on, and on, and on. Those things are slashing costs so fast that there is no 'inflation' apparent. Alan and his Fed buddies are scoring all the dosh resulting from The New Paradigm. While people hold cash instead of stocks, the Fed will continue to achieve that. No wonder the USA stupendous budget deficit went away in a few short years. And this is just the beginning. People holding cash are getting wind of it and Alan has to bribe them with interest payments to keep holding money and paying him interest on TBonds and paying the government tax on their interest earnings. So I'm happy that Alan raise interest rates - I've borrowed big and I want the whole borrowing game to go on for a long time. He is helping me benefit from those silly enough to lend me money to own more of The New Paradigm. If he cuts interest rates, he'll bring the whole game down. Condor will do that with EudoraCoin [TM] but it isn't ready yet.

To: JohnG who wrote (33352)	6/27/1999 3:04:00 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 152472

SiGe and SiCGe Maybe SiCGe is something new. The original stuff I mentioned didn't have the C in it. Here is the original stuff from Q! thread on SiGe with Qualcomm doing a deal with IBM on the MSM3100 techstocks.com techstocks.com This one has a link to the ibm site. Here's a news release on it. techstocks.com Here is the OFDM stuff, unrelated but came up in the search - for those who need reminding there are competitors to CDMA out there. techstocks.com Details on SiCGe appreciated if anyone has the real oil. Mqurice