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

To: RoseCampion who wrote (35536)	7/18/1999 9:43:00 AM
From: Caxton Rhodes	Read Replies (3) \| Respond to of 152472

Rose- 1) Nextwave is private. It may go public within 12 months if they can get the leegal stuff worked out. FCC final readjusted auction prices and bankruptcy issues. nextwavetel.com 2) Maybe teh Gorilla thread? Subject 25851 3) "Getridofthem (or Irridium)" birds are not compatible with G* (unless of course I'm wrong). I got one from priceline.com for $5. 4) The consensus estimates are usually the ones they compare to. First calls is range .56-.68, mean .63, median .64. Caxton

To: RoseCampion who wrote (35536)	7/18/1999 11:40:00 AM
From: Uncle Frank	Respond to of 152472

>> What is the "G&W" thread whose name comes up here often Actually, it's G&K, which is an abbreviation for the Gorilla and King Portfolio candidates thread. Our charter is to hunt emerging Gorillas using the tools provided in Geoffrey Moore's book, the Gorilla Game. We've been tightly linked with the Q thread ever since Mike Buckley posted a "Gorilla Alert" for Qualcomm on March 25 Message 8534144 and LindyBill's response. The analysis by G&K thread members (with generous assistance from Q thread members) during the ensuing few weeks led us to the conclusion that Q is a baby Gorilla, which puts them in the elite peer group of Microsoft, Intel, and Cisco. The only remaining confirmation detail is for Q to grow margins to >50%, which is typical Gorilla coloration. When this occurs, their long term growth may approximate the following: finance.yahoo.com (love those graphs <g>). So do you still target $300 for Q by y2k, Rose? <g> Frank

To: RoseCampion who wrote (35536)	7/18/1999 6:53:00 PM
From: Maurice Winn	Respond to of 152472

Globalstar vs ICO Rose, Iridium is useless to Globalstar [but if they go out of business, Globalstar could sell the minutes instead]. I thought maybe ICO satellites could be converted to CDMA as used in Globalstar. The same launch vehicles, photovoltaics, batteries, satellite structure and maybe some other bits and pieces. Slip the launch dates by a few months to allow for rewiring the satellites. Maybe the antennae would not be quite right due to different wavelengths being looked for and sent, so they might need replacement too. I suspect that would all be a bit in the too-hard basket, but it seems worth a try. Better than having ICO launch another dead-duck constellation to follow Iridium. Unless Globalstar provides full global coverage, it makes sense for a constellation like ICO to go up, to provide service to otherwise out of contact locations as well as compete with Globalstar elsewhere. ICO would have coverage as a built in competitive advantage. Globalstar has to provide the coverage somehow or somebody else will. Mqurice PS: Fun that the market crash [to 8222], great Q! results, S&P500 inclusion are supposed to come out on the same day. Oil remains really high with Saudi Arabia acting as a monetary control system competing with Alan Green$pan. They both have VERY deep pockets to produce as much of their respective currencies as they like. Saudi Arabia's currency being oil rather than the intangible stuff. So Alan has a speed advantage since he can print immediately, raise or lower interest rates instantly. He also has a more powerful backing than Saudi Arabia which has sometimes unfriendly neighbours such as Iraq, Iran, Russia. Monday, Tuesday and Wednesday should be a kind of multifaceted triple-witching. Should be fun. I'm hanging on to the sides already.... Also, now that Clinton has cancelled NZ lamb sales to USA, New Zealand is so impoverished that the planned purchase of a bunch of second hand fighter aircraft will have to be cancelled. Bill Clinton was happily pleased with the sale announced a couple of months ago. The plane sale was actually worth a lot more than the lamb sales. Maybe the USA sheep farmers will buy them from him. Hahaaaahahaah! These trade wars should be almost as much fun as the rumble between Taiwan/China/USA.