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

To: DlphcOracl who wrote (28518)	7/21/2000 11:38:56 PM
From: tekboy	Respond to of 54805

Del, I simply disagree with (1), for reasons that have been discussed here ad nauseam. As for (2), I don't think that's accurate either, since there was a real question prior to the ERICY deal about whether QCOM would be snookered out of its rightful CDMA-related profits. Now, as far as I can see, it's just a waiting game until those profits start to ramp up down the road, and a guessing game about how many different kinds of profits there will be, and how obscene they will be. So--you may be right about QCOM's stock being "dead money" for several months, but after that it should do very nicely indeed. Moreover, there are all sorts of events that could "restore investor confidence," and they could (as they have in the past) come out of nowhere very suddenly. As a result, I'm hanging tight and perfecting my zen-like tortoise trance until winter, when I intend to get irrationally exuberant all over again as QCOM and the market have their second honeymoon. But hey, WTFDIK, I just do what the smart guys tell me. prosperous investing, tekboy/Ares@likebuyCitrus.com

To: DlphcOracl who wrote (28518)	7/22/2000 12:41:12 AM
From: Mike Buckley	Respond to of 54805

QCOM is dead money for as far as the eye can see. I have very good eyes. Lousy memory, but great eyes. Well, for distance stuff they're great. Not so good dor reading. Especially bad for CRT displays. --Mike Buckley

To: DlphcOracl who wrote (28518)	7/22/2000 1:14:52 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

DlphcOracl wrote: QCOM is dead money for as far as the eye can see. (1) A deal with NOK is about as likely as seeing pigs fly. I went to college in Iowa. Pork state. I've actually seen pigs fly, squeal, cook, fry, barbecue, broil, run, sleep, breed, give birth and even used as house pets. A pig that doesn't want to fly should always watch out for pick-up trucks being operated by suspect drivers. I saw those pigs fly almost 200 feet.... To balance out your suggestion that Qualcomm is dead money for as far as the eye can see, could you pick one or two stocks for all of us that are 'live' money for as far as the eye can see. Then we could all track the Qualcomm and the one or two you suggest as far as the eye can see to see what it is we can all see. You see? BB

To: DlphcOracl who wrote (28518)	7/22/2000 8:58:58 AM
From: gdichaz	Respond to of 54805

DlphcOracl: "With virtually everyone outside of the US turning toward W-CDMA,..." Just for fun, a few comments on this. WCDMA has been used - where? What is WCDMA - what is its content? The WCDMA in Korea is alleged to be backward compatible to CDMAOne, while UMTS (the European version) has been designed specifically not to be. The first live and commercial WCDMA may repeat may take place in Japan in May and that will be based on the 1999 spec's - DoCoMo admits they will be installing a "non standard" version. So what is the meat on the bones that indicates that "virtually everyone" is "turning toward" W-CDMA? In Europe, new spectrum has been auctioned for 3rd gen, but what that will mean in practice 3 or 4 years from now is not crystal clear. Probably WCDMA will be the initials used. But what will it be? And meanwhile there are major moves to minimize the actual real world distinctions between CDMA2000 and "WCDMA" - all going under the label "convergence". The heroic assumption that WCDMA will be 80% or so of 3rd gen CDMA is a simple extrapolation that all GSM in the world will go that route. That seems at base a myth, such as the Delphic Oracle's prowess at prediction perhaps? In contrast, the first element of CDMA2000 is going into commercial operation in Korea starting in October, in Japan at the first of next year and in the US later in 2001. Then the next step 1xEV is scheduled to follow. All in current frequencies. Best. Cha2