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

To: Jon Koplik who wrote (12922)	6/22/2000 9:57:00 PM
From: A.L. Reagan	Respond to of 13582

No, Jon, you are not losing your mind... although apparently the same can not be said about NOK's GPRS engineers. I suppose with enough rubber bands and chewing gum they can get GPRS to work better - a la the way TDMA's been tweaked here in the States. So a (maybe hypothetical, maybe not) question to ask is, would it be better for the Q if the Musketeers just chucked GPRS right now (and probably TDMA-EDGE if they can't get GPRS to work) and devoted all their energies to promoting the "worldwide domination" of W-CDMA, from which the Q will get substantial royalties, but maybe not a lot of ASIC sales, or would it be better to have them screw around with the baling wire fixes for their version of 2.5G and trying to sell that stuff while leaving the Q a slightly more open field for MC? One thing we do know about the Musketeers and their faithful followers is that their collective monster political and marketing machines can push "barely good enough" technology a long way into various markets. And if you've read the T people recently, why they're damn proud of it! So just because GPRS has some biggie trial problems (apparently at least some of the testers must be equipped with portable fire extinguishers) and the prototype WCDMA mobile handset is approximately the size of a Chevy Suburban, doesn't mean that these clever lads won't still sell systems, sign contracts, and generally try to lock out competitors using whatever means possible. On the bright side, Verizon and Sprint basically dropping NOK handsets is perhaps a harbinger that at least some carriers maybe aren't as dim witted and gullible to their traditional vendors' claims as past history would indicate. However, this is in a fairly open and competitive U.S. market versus the PTT mentality still prevailing elsewhere. It does look like Q is going to be first to market in the 100kps+ device range, but in the bureaucratic (and "old boy") telcoms world, alas, this is no guarantee of victory.

To: Jon Koplik who wrote (12922)	6/22/2000 10:26:00 PM
From: A.L. Reagan	Respond to of 13582

Not quite totally on topic, but Jon will enjoy this extract from a real estate industry email service I get as it mentions both the Q and one of our other favorite investments: PIKENET DISPATCH June 23, 2000, Vol. 5 No. 72 (340) Subscriber: Allan Reagan "More than 9,200 subscribers" www.pikenet.com PikeNet Expo, NYC, October 23-24, 2000 "Building Real Estate's eMarketplace." www.pikenet.com/expo2000 Sponsor ... CapitalThinking.com "Online commercial mortgage marketplace." www.capitalthinking.com REAL TIME, WIRELESS RESEARCH... Mark Cummings mark@mecrealty.com of MEC Realty Associates www.mecrealty.com in Fairfax, VA, thinks that he's found a killer application. "One year ago I purchased the Qualcomm PDQ 800, the first web-based /Palm/cell phone all-in-one. Now I sync each morning my Outlook calendar, e-mail, contact update information, as well as over 185 web pages off the web -- updating the latest news, stocks, weather, maps, and even the latest movies and times per zip codes nationwide directly to the cell phone. By updating the cell phone each morning off the computer, the wireless update takes only a minute or two later in the day. "While waiting to see a new client, I surf Hoovers or EDGAR to see the latest news on their company and stock. With several new applications available to download directly to the phone, I can add or subtract applications as needed. The greatest wireless application that does all this for me is AvantGo www.avantgo.com. This has been a real timesaver and a real unique tool that makes me more productive and impressive to my clients. Pretty cool!" ... Yep, I agree. --Peter ------------------------------------------------------ ALR edit: Everyone should surf Hoover's on their Q phones on at least a daily basis!