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


To: Eric L who wrote (22180)4/3/2000 7:47:00 PM
From: gdichaz  Read Replies (1) | Respond to of 54805
 
Eric L: Re your "popularity" on the SP 500 Q, you are popular with me whatever thread you are on - as is Mike.

Maybe that's because I learn from both of you. And that is good for this old learner.

Now if only Mike would dig into fiberoptics !

Thanks again to you both for spots of brightness today.

Best.

Cha2



To: Eric L who wrote (22180)4/3/2000 9:11:00 PM
From: Mike Buckley  Respond to of 54805
 
Eric,

The server for your link was down or very slow, but I'll keep trying.

One comment about my entire outlook on adoption of product ...

I had formed the opinion that revenue flow from QCOM cdma IPR and attendant royalties outside of the cdmaOne/cdma2000 current & future network and subscriber bases, would take a bit longer to turn on, than I had originally anticipated.

My experience tells me to ALWAYS assume adoption will take a LOT longer than I would otherwise expect. I simply don't get disappointed any more at the delays.

I've never taken the phrase, "GSM is toast," seriously. If it's meant to be taken that way, I'm only reminded of a Model T Ford or any of the really old cars that somehow never seem to go away. My thinking is that the phrase should be thought of in the context that if GSM is toast, CDMA is the sweetened butter and home-cooked strawberry preserves that makes it so much more appealing.

--Mike Buckley



To: Eric L who wrote (22180)4/3/2000 9:20:00 PM
From: Mike Buckley  Read Replies (2) | Respond to of 54805
 
Eric,

Now that I've seen that graph, I'm a little surprised that the 2.5G growth never gets as high as 2G. Not knowing anything about it (understatement!), I would have thought use of each successive generation would surpass use of the previous generation. That not being the case, 2.5G appears to be more like a band-aid that holds things together long enough to wait for 3G to come around.

--Mike Buckley