To: Boplicity who wrote (579 ) 8/5/1999 5:10:00 PM From: Maurice Winn Read Replies (1) | Respond to of 13582
Jon, 'Where is Viterbi? That is a new name that I haven't heard before' is sufficient to explain a lot. The Gucci wearing Wall Streeters and people like Viterbi are like oil and water = they don't mix. Powerful surfactants are needed to get some useful concoction of the two. Marketing, financial, legal, arts type people cannot understand things which are 'technical' and more importantly, consider it something akin to wading in an open cess pit to try to. They consider themselves superior to technical people. Understand that I'm talking in generalizations and stereotypes here and if it was a racial discussion I'd be carted off to jail. Anyway, those Wall Streeters simply cannot understand what Qualcomm has been all about. They cannot understand the psychology of people like Irwin Jacobs, Andrew Viterbi and those people in the room with Engineer back in 1987. They cannot start to understand CDMA even though they have been to cocktail parties and have heard how it works like many languages being used in a room at once. They have seen sunsets but have not got a glimmer of an idea what a photon really is. They can't even really understand money, the thing which they claim to be the high priests of. Art has identified important characteristics which were big red flashing warning lights of success [or is it flashing blue light special] in the early Qualcomm. Good for him - he could see what was going on. Gregg, being an electrical engineer could too [though he has lately gone off the rails, seduced by the Ericy siren call of fragmentation and territoriality - though Irwin remains steadfast against the idea and is going flat out with MSM5000 to avoid fragmentation of 3G]. What was amazing was that even the legal people and their technical advisors couldn't seem to get it that the legal dispute with Ericy over patents was simple bluster and noise by Ericy with no legal leg to stand on. It failed the "ha ha" test. Maybe they knew that by going to trial, one of their ignorant own or a whole jury full, would be deciding the case and it would therefore be a coin toss decision. Anyway Greg, you really are a mo-mo man! None of that fundamental stuff. Watch the sales out the gate and that's what matters. Fair enough too. That's what really matters in the end. Who did what when and how come it all happened becomes boring history. But it is vital to understand that to get the big investing gains from new technology [unless one really is able to pick the move of the mob and jump in or out just before they change direction]. There is a LOT more room for Q! to grow. When people don't know what Condor is [at least in part], have little concept of WK, Eudora as more than just another email package, think Globalstar is just a better Iridium and anyone can make ASICs, let alone understand Irwin the Younger's "Go Brain Go", there is a LOT more to be gained by investors. Mqurice PS: Are we having fun yet? There must be a FEW white knuckles by now.