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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: Ramsey Su who wrote (6919)	2/25/2000 7:07:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 13582

Ramsey: Good to know that your fame has not meant that you have stopped checking the thread. Actually, since I try to read as much as I can re the Q where I can find useful info, you should know that from my lurking and occasional posting elsewhere, re Q substance this thread is head and shoulders above any other which deals with the Q even obliquely. As a result, you have to suffer through more posts from me here than others do elsewhere. So now to substance. China HDR 3rd gen Your views? Best. Chaz PS Still looking for Eric L's or someone else's informed views on the split out of HDR from "CDMA" as a tactic. Seems smart to me. But then neither the Europeans nor AT&T nor any other non CDMA er seems ready to pick up on using HDR. Curious. Well, maybe it is just too early, since moving to use any Q product must be difficult for these folks to swallow - even if it is not "quite" CDMA but HDR.

To: Ramsey Su who wrote (6919)	2/25/2000 7:49:00 PM
From: waverider	Read Replies (2) \| Respond to of 13582

I am not quite sure I understand why SBC is being so shortsighted. Are they that blind to really dump their CDMA systems from Ameritech? What are these guys missing? Despite Q's superior tech, I worry that the companies out there with huge capital investments in TDMA, etc., will embark on a smear campaign beyond what happened before ERICY signed on. The confusion in China may just be the tip of the ice berg. Beta Video and Apple come to mind. Q's management has been able to fend the devils off so far, but there's a lot of money out there riding on this thing. Rick <H> Rick <H>

To: Ramsey Su who wrote (6919)	2/26/2000 8:11:00 AM
From: Jon Koplik	Read Replies (1) \| Respond to of 13582

Barrons 2/28/00: AN INTERVIEW WITH DONALD L. LUSKIN, H. DAVIS NADIG AND MAURICE WERDEGAR ~ Q: Looking at your portfolio online we see that your big moves have been in names like JDS Uniphase, Qualcomm, PE Celera Genomics. Tell us about Uniphase. Why do you like it? Luskin: Qualcomm and Uniphase are the Intel and Microsoft of this next phase of the New Economy. Qualcomm is the Microsoft because it controls the operating system for wireless. I am almost embarrassed to talk about Qualcomm, because it has become so well known in the last three or four months. But it is the Microsoft of the next decade. More than half the people alive on this planet today have never made a phone call. When they finally do, it will be on a wireless phone and that wireless phone will be running CDMA, or "code division multiple access," which is the Microsoft Windows of wireless and Qualcomm's all over it. JDS Uniphase is the Intel of the bandwidth revolution, because it makes all the ugly little things that live inside the networks of the future and that have really driven the collapse of bandwidth. They're one of the pioneers of "dense wave division multiplexing"; they make the pump lasers, the add-drop multiplexers that are going to lead in the next couple of years to all-optical networks. Copyright ¸ 2000 Dow Jones & Company, Inc. All Rights Reserved.