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

To: kech who wrote (33647)	6/30/1999 3:55:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 152472

This probably is more than you wanted to hear but occasionally even I have to defend social science Yes, Tom, I think you gave an excellent explanation of how our economists presently view inflation. I don't agree with it, but I won't pursue it here. Wrong forum. The only problem I have with what is presently called "Social Science" is that it isn't Social, and it isn't Science, other than that, the name is fine! Before the year is out, I intend to start a thread called, "The Theory of Money", present the Theory, and defend it. I look forward to your ideas on this subject at that time.

To: kech who wrote (33647)	7/1/1999 3:37:00 PM
From: Maurice Winn	Read Replies (4) \| Respond to of 152472

Tsunami Time Tsunami number ONE: Tom inflation as defined is about zero. But the big question is who captures the benefit of the huge hidden inflation, namely the The New Paradigm cost cuts which should result in rapid deflation, but that is considered scary by many, so the Fed keeps the money supply up and interest rates up so that prices stay about constant. That is a very good trick which they couldn't normally do. There should really be deflation. That would be a good thing. Cheaper things are better. Who benefits? I do because I can see how it works. The Fed does because they own the money tree and they are harvesting flat out and The New Paradigm keeps producing new fruit for them to harvest. The government does because they are collecting vast riches because they own the Fed and they collect the taxes on the interest paid to cash holders and profits to The New Paradigm shareholders. Bye bye national debt, just like that! Remember when the stupendously big USA national debt was going to crush the world in a huge depression and collapse. Now the Republicans are offering $$$trillion lolly scrambles. The New Paradigm tsunami is here. Everyone should ride it! Q! shareholders have got it figured out and are right in the best part of the wave. SurferM, being an old hand, saw it early. Had to paddle a bit fast for an old guy to stay on until it steepened, but he's there. Tsunami Number TWO: <...Qualcomm phone sales, however, still ran a distant second to Finland-based Nokia, which owns 32.4 percent of the domestic mobile phone market. Nonetheless, CDMA-based phones made by various corporations are now the best-selling handsets in the United States, surpassing older analog-based phones and those using other digital technology such as time division multiple access, or TDMA -- the system of choice for AT&T. That could quickly transform Qualcomm into a global powerhouse. More than 35 percent of wireless phones in the United States now use Qualcomm's CDMA technology. The CDMA juggernaut should continue, Dataquest said. That would be troubling news for carriers beholden to, say, global system for mobile communications, or GSM, the standard in Europe and the system used by some domestic carriers such as Pacific Bell. "CDMA's inauguration into the top spot of the U.S. handset market should be viewed as a rather ominous development by handset manufacturers that have aggressive market share ambitions but do not currently have a CDMA offering," the study said...> At last, the CDMA tsunami is here. It's been a long time coming. Now it is happening and what an awesome sight it is. Ericy now displaced from second place by Q! in the USA handset sales stakes. Where is Motorola? Notice the interesting language <"...Nokia, which owns 32.4 percent of the domestic mobile phone market...> It always amuses me to see companies 'owning' market share, as though their customers are some sort of possessions. The people who use the expression have obviously never had much contact with real customers and presumably aren't customers themselves or they'd know that businesses don't 'own' customers. It is as though Q! can't have those customers because they are 'owned' by Nokia. Well, we'll see over the next year whether Nokia 'owns' them or not. Get your curve out. You are too late for the real early stuff and you will be looking at a cubic curve [not asymptotic, nor parabolic, nor linear]. It seems that the 53,141,592 cdmaOne subscribers by year end is going to be an easy goal. Of course, if NTT tunes up their PHS or whatever they call it, they might regain all the cdmaOne customers IDO etc are getting...hahahaahaha. Or maybe if Zhu Rongji gets booted out and China decides to go back to Great Leaps Forwards then cdmaOne will be more limited. Neither is really very likely. 1bn Chinese don't want to go back to Mao jackets. Tsunami Number THREE: The big splash from the Pacific all over Los Angeles, and other low lying areas. It's amazing that people build cities so near what is obviously a very unstable surface - calm as a millpond now, but when somebody biffs a space pebble in it, we'll see something even more awesome than cdmaOne and the harmonic wave, cdma2000. Mqurice PS: Cqxton, you'll have to keep record of the predictions [200/2/2000, 500/5/2002, 8222 21 July, 16,000 Feb 2002]