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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (1917)	12/24/1999 1:33:00 PM
From: kas1	Read Replies (1) \| Respond to of 10934

DS, thanks for your tips. As for Qcom: it's looked horrendously expensive to me for the past year or two! As it goes up and up and up and I miss out. But I have a strong fear of getting in at the top. That's exactly what I did with AOL this year (bought 170, bailed 105), and the memories still singe. As for owning CDMA, perhaps you could clear this up for me. I thought that G3/Bluetooth/etc would obsolesce the value of the Q's CDMA license? It seems that buying Q at these levels is equivalent to betting that CDMA will be the wireless standard for all eternity. I've been to Finland, and have seen GSM do some pretty cool things :-), and I also know that new standards are on the horizon -- won't CDMA become a legacy technology at some point? Or do G3/Bluetooth/etc run on CDMA as well? BTW, I've test-driven CDMA phones, and I'm not impressed -- those darn things drop calls all the time. At least in my experience. I'm still a luddite, using my two old AMPS analog phones -- the sound quality isn't great, and I can't surf the web, but they work anywhere, and never drop calls! :-) This is, of course, a statement about the immature stage of CDMA network buildout, and (I hope!) not anything about the CDMA technology itself. Looking forward to your characteristically lucid explanation of these issues. Take care and sorry about the OT.

To: DownSouth who wrote (1917)	12/25/1999 12:13:00 PM
From: tekboy	Read Replies (1) \| Respond to of 10934

OT Jerry, <<CREE <1% (Gorilla of SiC)>> Ahem. As a 5% Creetin myself, I feel queasy with your overly enthusiastic appellation. First off, as far as I understand it, Cree has a patent portfolio, a headstart in, and substantial expertise in certain ways of making SiC crystals, but they don't "own" SiC the way Q "owns" CDMA. So I consider them a King there, not a Gorilla. Second, since SiC is known to be great for some things that are nice businesses (jewelry, led's) but hoped to be great for lots more that are monster businesses, it should probably be put in the shiny pebble (or snowball<g>) category, since its real potential comes from distant post-chasm stuff, no? :0) tekboy@tsk,tsk.com