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Pastimes : The New Qualcomm - write what you like thread. -- Ignore unavailable to you. Want to Upgrade?

To: Drew Williams who wrote (1341)	1/4/2000 2:53:00 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 12238

*What will happen with GSM* Yes, and it's crazy that most of the denizens of SI Qualcomm would have been pleased with an $80 buyout!! It drove me nuts to think that I could be sold out like that. That would have been $10 a share in today's share size. Instead, we have $165 or something, 16 times as much. Closing on IBM market cap, but some way to go to Intel. As an indication that the 'biggest, best and brightest' companies on the planet don't have a clue what's going on, even in their own industries, they didn't buy Qualcomm then. Ericsson negotiated a deal with Qualcomm for the money-losing infrastructure division. It's amazing that they couldn't see the value in the whole company. Neither could Nokia or anyone else. That had obviously taken seriously their own propaganda that CDMA would be a niche product. They probably disliked Qualcomm, convincing themselves that it was a greedy company and the patents were not worth what was being charged. For whatever reasons, none of them understood what was going on. Phew!! The funny thing is that they still don't! They are still taking seriously their GPRS, NTT's silly PHS data extension system, VW40 and pretending [and they might even believe it themselves] that the Bleeding EDGE will save them. Maybe they truly do think, as Nokia said, that 'GSM is Future-Proof'. Surely they can be sued for billions by their customers for such a stupid comment who will find out that GSM is NOT future-proof. They will find that to upgrade their GSM system, they'll have to spend a fortune more that cdmaOne operators. OneTel in Australia has just turned on their brand new GSM system which they were presumably told would be fine as a pathway to the future because of VW40. They were suckered! Already there are many cdmaOne operators which will be installing HDR soon enough. Then OneTel will be up the creek without a paddle. GSM is Toast. Tero and others thought Qualcomm would end in lawsuits by shareholders against that fraudulent Mafia guy Irwin Jacobs. Well, my bet is that GSM ends in lawsuits against Madame Hagfish and cronies who misrepresented GSM's pathway to the future. GSM is NOT 'future-proof'. It can be upgraded to VW40, [if they can ever make it work - they should try making cdmaOne work before they try on 3G], or cdma2000. But that will NOT be as cheap as the cdmaOne upgrades. Maybe they'll make enough money before HDR and cdma2000, [or VW40 with it's expensive patent claims which will make the derisory 5% or so charged by Mighty Q! look a bargain], to justify installing and expanding GSM networks, but they better not plan on running their GSM too many years because WWeb competition is coming and losers will be many. They better start sprinting on their bicycles now if they want to be in the race. Gentlemen, start your lawyers! Mqurice