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.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Ibexx who wrote (67983)	2/27/2000 4:11:00 AM
From: Don Edgerton	Respond to of 152472

Quote from Monday's Barrons interview with the managers of openfund. " 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. Nadig: Celera has been at the front of the wave that we're calling the "biocosm revolution." They're the ones competing with the Human Genome Project, trying to beat the government at its own self-declared race. By all accounts it seems to be doing it handily. More than just mapping it out, they've built a business model that's really an information-distribution business model. It's not so reliant on coming up with a specific therapy that solves a specific problem; rather, they've recognized that the information itself and how it's used and how researchers interact with it -- that's where the value's going to be in that part of the game."

To: Ibexx who wrote (67983)	2/27/2000 10:16:00 AM
From: gdichaz	Read Replies (2) \| Respond to of 152472

Tried the link. Could not find the story. If you have read it, the question many of us have is what companies are cited? Assume this is the typical media story, i.e. bases on unnamed "sources" and therefore may or may not be true, even assuming it is accurate which companies are within the mysterious 16? Is there even one "European" company included, and if so which company or companies are they? If you have read, or can read the article itself, how specific is the list of 16? Best. Chaz