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 : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (4260)	4/18/2000 10:05:00 PM
From: Ruffian	Respond to of 34857

Gussy-BOY, He still doesn't acknowledge you, like the pimple on the back of the world! ROTFLMAO

To: Gus who wrote (4260)	4/19/2000 11:09:00 AM
From: Maurice Winn	Read Replies (2) \| Respond to of 34857

<Bingo! Only Qualcomm is making money in its ecosystem. It's 70+ CDMAOne licensees are not. Well, that is if you don't include balance sheet equity created by stock sales.<g> How sustainable is that? No chip, no gizmo, no PR stunt, no amount of politicking in the world can ultimately change the darwinian way superior businesses will tend to gravitate towards the company or companies taking the lead in creating the superior ecosystem.> Gus, Darwinian is the word. You got this very right. CDMA is the superior ecosystem. MC-CDMA has the easiest upgrade path. The essential point about 'Darwinian' is extinction of ineffectual mutants. 40+ subscriber device licensees might indeed be too many for all to make money. Some will go extinct. So what? They still have to struggle to survive. There is only survival or extinction. There is no choice. Don't forget the most important component of this ecosystem is the subscriber. It is more important that they make money. That means cheap and high quality communication and WWeb access. The GSM world confines the 'sheeple' and then fleeces them with government protection. QUALCOMM is going to rescue the Japanese sheeple from the DoCoMo shears. To do it's cruel work, Darwinian selection requires choice among a multitude of mutants. The old Kremlin monopoly standard approach is the disease-prone single DNA concept which gets great 5 year plans, but little benefit to the sheeple who live a cold and naked life. The sheeple will choose their standard from among the competing options and they'll buy their device from among a mass of competing licensees. The competition will be, as Tero says, like Armageddon. But the successful will do fine and go on to take over the world, with an infinite array of devices filling a multitude of niches from remote sensing of oil wells, production processes, water meters, and Coke machines to sterephonic 3D WWeb on 'sunglasses'. This is hugely sustainable. It is the core of The New Paradigm. Keep in mind that W-CDMA is going into new spectrum. MC-CDMA will fit in there just fine. The UK spectrum can go MC-CDMA if their dream of DS-CDMA fizzles out. Also, many are saying the high cost of spectrum will slow rollout. On the contrary, it will force a fevered effort to cover the large cost of spectrum = without cashflow, there will be HUGE losses. This forces action. It's the low cost spectrum which raises a yawn. Maurice