Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: LBstocks who wrote (14251)	1/6/2000 12:19:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

LB, I tend to think you're right about the Paine Webber analyst's reference to 3 billion "cell phones" including all devices. I wish he had been more clear about the use of the term throughout the entire report. Use of terminology will probably continue to get confusing. We've got the PW analyst calling computers cell phones and a month or so ago we saw a report calling Nokia's cell phones computers. SHEESH! --Mike Buckley

To: LBstocks who wrote (14251)	1/6/2000 12:19:00 AM
From: Cosmo Daisey	Respond to of 54805

LB, Back on topic. I saw an interview with Dr. Jacobs (bow to the king) where he talked about instead of looking for a phone connection for your laptop at the airport you would be connected during the cab ride. Wireless conectivity built into laptops is in the future using Sprint PCS unused bandwith for HDR. The Q* detractors are looking at the present rather than the future and the future includes CDMA technology in lots of devices. The forward earning projections are for current business models without reguard for future innovation. Disclamer: I am wearing a Qualcomm logo sweatshirt, Qualcomm logo T-shirt, and I have a Qualcomm PCS phone on the desk in front of me. cdaisey@Q*bigger-than-you-think.com