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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (2568)	8/30/2000 10:51:46 AM
From: rf_hombre	Respond to of 196612

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To: Maurice Winn who wrote (2568)	8/30/2000 10:54:08 AM
From: rf_hombre	Read Replies (1) \| Respond to of 196612

Mqurice-San wrote The availability of engineers and electronic gizzards will determine the roll-out speed, not the availability of money, which is available in the $$trillions if the bottom line is monstrous But...I don't know how far institutional investors can dig into their pockets to pay for them not so grade A bonds. Retail investors may also be beginning to turn away from operator stocks...And the obvious strategy of spinning off homely GSM operations to morph into 3G knockouts may not prove fruitful. This turn of events course could really create a sense of urgency in new 3G operators, put a stop to their IPR tergiversations and make them get on with the most expedient technology...which is QCOM HDR for now. rf_hombre

To: Maurice Winn who wrote (2568)	8/30/2000 5:03:50 PM
From: Jacob Snyder	Respond to of 196612

re: The availability of engineers and electronic gizzards will determine the roll-out speed, not the availability of money, which is available in the $$trillions if the bottom line is monstrous. You might be a tad starry-eyed there. I've sensed a general pulling-back in investor's willingness to throw money at high risk/high reward ventures. Credit standards are tightening. Those "monstrous" bottom lines are for unproven markets. The image of all those billion-$ shooting stars (=Iridium satellites burning up in the atmosphere), will be with us for a while. How big did Motorola say satellite telephony was going to be? Based on past patterns, some of those "monstrous" new markets will happen. And some won't. And financing availability will be a crucial factor in which companies (and which technologies) survive. This is one of the things I think a lot of posters here are missing. They have Faith that Superior Technology will win in the end, not recognizing that marketing, negotiating the regulatory maze, getting financing, winning the court battles (no patent is real until it is court-tested), and having the right friends in the right places, can be more important. BTW, although the supply of electronic gizzards is tight, the demand is not going to increase much, off a very small base.