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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST! -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (1704)	11/1/1999 6:58:00 PM
From: Cooters	Respond to of 1819

Maurice, You forgot........nothing. Thanks for the most enjoyable post. Cooters

To: Maurice Winn who wrote (1704)	11/1/1999 9:02:00 PM
From: moat	Read Replies (1) \| Respond to of 1819

Welcome back Mqurice! Hey, did you slip up there at the end w/ your signature? ... it's Mqurice right? Seems to me many good posters have left the Q threads because there are no more controversies. This is now a MO business w/ a MO stock, which is fine by many. Are you back home now? Welcome back! Rant on! -moat

To: Maurice Winn who wrote (1704)	11/2/1999 3:58:00 PM
From: JOHN ASHBOLT	Read Replies (1) \| Respond to of 1819

Well said Maurice, things sure have moved on from this time last year. Industrial revolution, what a joke. IT is it, isn,t it, tit. CDNA, please expand, we are all looking for the meaning of life, could this be IT. John.

To: Maurice Winn who wrote (1704)	6/16/2001 5:55:18 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 1819

Heck, time flies. Now 18 months since the last review. The last review seems to have been about right. Globalstar definitely had a bumpy ride, <Globalstar is now in business [sort of] and looking good with a wide open technological development road to follow; the first year might be bumpy but then they'll get moving [if they figure out what price elasticity, market clearing and supply and demand mean].> Unfortunately, they didn't figure out that price elasticity stuff. So now Globalstar is heading for Chapter 11 bankruptcy. But otherwise, the last 18 months have seen very, very rapid CDMA growth to 100 million subscribers [from about 40 million then]. That's a very good growth rate. Today, Samsung announced their first shipment of CDMA infrastructure equipment to China. Congratulations to Samsung for winning a good part of the business in supplying China with a huge CDMA network. It's all on now for China, after 5 years of waiting. Even India is sick of sitting in a poverty-ridden sweaty backwater and is starting to move on getting CDMA going. That's 2 billion people considering CDMA who have previously had very little telephony. They can instantly go to the world's best phone systems. They will never bother with ubiquitous copper twisted pair. CDMA is now totally dominant in the USA. GSM and TDMA are also-rans. Analogue is fizzling out. CDMA is switching on around the world, including Kiwiland in another month or so. I have waited 10 years!! It's about bloody time. Europe is rapidly becoming some weird, isolated, non-CDMA world, like an unstable form of antimatter which will collapse into CDMA sometime. Their VW40 [W-CDMA] fantasies are still on hold with a $100 billion shambles underway [the amount paid for 3G spectrum]. GPRS, WAP, EDGE are looking like fizzers. There is still no operational VW40 network. GPRS is dead in the water. WAP 'wait and pay' is unpopular and unused. CDMA in 1xRTT cdma2000 version is ascendant. Korea already has a system operational and others around the world will be commercial this year. VW40 isn't working in the asynchronous version and it seems that convergence of cdma2000 and W-CDMA will continue, soon by way of synchronisation as well as the long-ago agreed chip rates. Multimode ASICs with VW40 and cdma2000 will be available with negligible architecture and cost penalties. With RadioOne [software defined radio] and multimode, multiband handsets, the whole W-CDMA stack of cards is about to collapse as cdma2000 dominates while W-CDMA flounders in technological delays. Will you get rich from CDMA? Well, a lot of people did. Then they got poor as markets crashed. The wealth effect came and went, very, very quickly. QUALCOMM was the best performing company in human history in 1999 in terms of market capitalisation growth in the shortest time as a % of starting market capitalisation = Market cap growth in $ x percentage increase in market cap from the beginning of the year. I'm making that up, but I don't believe there has been in human history a more spectacular company which had actual bottom line earnings [which cuts out most dot.coms]. Even without requiring a bottom line, I think QUALCOMM was the all-time world champion market capitalisation creator in a single year. That answers the main, original question from 1996 = will you get rich from CDMA? Technical developments are too fast for me now. BREW has sprung on the scene. Kyocera has relaunched a revamped pdQ which is selling like hot cakes [having bought the handset division]. Spinco, the ASICs division is being spun off to shareholders, complete with robust patent portfolio to confront the GSM Guild which has been trying to pay derisory royalties to QUALCOMM for the most brilliant achievements in mobile phone technology. There are RadioOne, multimode, multiband phones being developed. Various flavours of cdma2000 seem to be ascendant over the stalled W-CDMA and GSM world which seems cornered. ... more later... zzzzz... yawn... Meanwhile, the big news has been the huge market capitalisation crashes across the Nasdaq, carrying the CDMA world down too. I expect it is just a little speed wobble on the road to New Paradigm Nirvana. Mqurice