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


To: Jim Willie CB who wrote (40194)9/9/1999 10:42:00 AM
From: quidditch  Read Replies (1) | Respond to of 152472
 
Jacobs must make demand to Gates that WK first entry be less loaded, smaller size, not so ambitious..

JW, you're validating my point. How likely is it, and in what time frame, that Bill's techhies working with Q will be able to tear the guts out of CE to make it agile, mobile and hostile (in the words of my highschool football coach) and suitable for quick and feature adaptable wireless? Perhaps Lindy or Uncle Franq would care to comment on the likelihood of this.

Why go through all of the trouble to strip down CE to something it was never meant to be when Q, with whomever they wanted as a JV partner, including MSFT, could have started with a clean, lean OS with built in RTOS features? WAP and its charter software development members would have been quicker off the launch pad.

Regards. Steven

PS Hope you're right on TA on bonds. Don't know. Clough bowed to the weight of evidence and stepped down. Contractors doing work on our house this Spring now tell me that, e.g., plywood--simple plywood, is on back order and selling at prices 30% higher now than in May.....



To: Jim Willie CB who wrote (40194)9/9/1999 10:58:00 AM
From: gdichaz  Read Replies (2) | Respond to of 152472
 
Jim Willie: Unlike Uncle Frank, I had to learn a bit about bonds once. Find your analysis an eyeopener. Thanks. BTW there is no way I would buy a bond, see too many of my fellow seniors losing their real purchasing power that way, let alone the loss due to their opportunity cost - missing out on better alternative uses of their $ - such as the Q.. Hey. How's that for ecospeak from an ex economist.

But your analysis is very helpful in judging the near term trend in the stock market since I have felt that "the street" in its general lack of wisdom and perception has spent thousands of wasted person hours on inflation, bonds, and worst of all Greenspan's words. BTW agree with you that $G is using words now, action over. So perhaps less static for the market in the near term from these factors.

Of course Barrons and "the street" will trot out Y2K or some other factor to keep fear and fud active. Part of their game.

Respect (hope that's OK)

Chaz



To: Jim Willie CB who wrote (40194)9/9/1999 11:06:00 AM
From: Boplicity  Read Replies (2) | Respond to of 152472
 
I feel they are too late already, look what PHCM is up to.

G