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.

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

To: Katz R Us who wrote (1365)	1/9/2000 4:13:00 PM
From: Drew Williams	Respond to of 12236

Hey, Barbara, don't take this so personally. Pretty much everyone here is REALLY interested in Qualcomm. Really. We are, however, multitasking, thread-wise. It's hard to believe, but once upon a time there was only one Q thread on SI consisting of true believers and tech weenies and all was well except that the market was pretty much ignoring Qualcomm. There was a lot of serious discussion mixed in with some off-topic humor, which was fine with everyone, because we were all good buddies. Then, a year or so back it became obvious to everyone (and not just the original loyal band of merry men and women) that QCOM was going to skyrocket out of its natural home in the forties (about 5-7 after all the splits since then.) Everyone and their brother-in-law, Bob, jumped on board, causing a huge increase in message load and a serious deterioration of the thread's signal to noise ratio. This prompted our good friend, Ramsey Su, to step in and establish a new thread where things really really had to be on-topic. Our other good friend, Maurice/Mqurice/Maorice, whose insight into Qualcomm is second to none, but whose idea of on-topic is, well, occasionally curious, chafed within those confines and established this thread where our old and some new friends could come and have friendly chats about whatever. I'm glad he did. It made it much easier to keep track of doings. When I need to know what is really going on with Qualcomm, like sales and alliances and business stuff, I read Ramsey's thread. When I want to know what is going on with our Qualcomm community, I read this thread. PS. I've never been in Louisiana, so I have to take your word for it as to the relative literacy of your fine state. The closest I've ever been has been Memphis, Tennessee, where reading and writing does seem to be a lost art, especially among my ex-sister-in-law's family. I may be biased, though. I do not think less of you or anyone else for your chosen state of residence, however, because I've lived all my life in Pennsylvania where we have all sorts of interesting people, too, including people who think dancing with rattlesnakes is an important religious rite. I suppose in Kiwiland they dance with sheep. You might be interested in how your state is portrayed in a book I'm reading now. Bruce Sterling's most recent book, DISTRACTION, just out in paperback, is set 50 or so years in the future. In this book, the United States is bankrupt, we are in the middle of the Cold War II (our major protagonist is Holland,) and Louisiana is effectively and very corruptly run by Governor Green Huey. All in all, a very interesting book so far.

To: Katz R Us who wrote (1365)	1/10/2000 4:51:00 AM
From: Maurice Winn	Read Replies (3) \| Respond to of 12236

Katz, don't miss the post about Indonesia, East Timor, the UN, Korea, Bill Clinton, politics and now CDMA is going to find a home in Indonesia. See, it's all interlinked? Ramsey has been sqawking about me ranting about politics since early 1996. But guess what, CDMA has ended up right smack dab in the middle of politics in China, Korea, Russia, Europe, [probably Japan in a quiet way], with even Bill Clinton and Al Gore getting involved. Now Indonesia. The UN issued WARC spectrum rights for Globalstar. Yes, CDMA is the home of politics. Even now, as you read this, Vodafone/AirTouch and Mannesman will be coming down to the wire with Vodafone to announce a big deal worldwide WWeb business arrangement. That will NOT be a GSM overlay of CDMA in the USA. It will be worldwide WWeb access based on HDR. Mannesman shareholders will be able to participate in a European and worldwide WWeb 'instant access' offer to hundreds of millions [or billions] of people around the world. If Mannesman shareholders turn it down, they will have some weird little GSM niche in Europe and they will be over-run by Vodafone as Vodafone overlays GSM networks all around Mannesman with CDMA as per the Newbury trials, with HDR plugging in next year. GPRS for GSM is a dead-end. The Bleeding EDGE will never see the light of day. W-CDMA will struggle [and probably die on the vine - sucked dry by competing IPR claims and technical difficulty combined with lack of confidence in it and the pressure of time. NTT needs it NOW!!!]. Vodafone is going to do an end-run [cool USA baseball knowledge there Mq] touchdown slide for home-base using HDR. Tuesday should be fun. Meanwhile, CDMA is rolling out flat out in Beijing and soon the rest of China, with Kyocera cloning handset plants in China after forming the big capital-raising deals with Goldman Sachs. 2000 is going to be a LOT of fun. The New Paradigm is accelerating!! This is crazy. Fun, but crazy. When Irwin Jacobs said the fun is just beginning [a year or so ago], I didn't quite realize how much fun he was planning. Mqurice PS: That Mannesman/Vodafone/AirTouch stuff is wild speculation - no inside knowledge.