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.

Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: Percival 917 who wrote (31427)	8/31/2000 8:50:13 PM
From: Sully-	Respond to of 35685

Nice post from UF's G&K thread for QCOM longs..... From: Eric L. John, << The main argument is: if CDMA is indeed still trying to cross the chasm, then QCOM couldn't be proclaimed as CDMA gorilla >> I read the referenced link. Comments: * CDMA crossed the Chasm Q4 1997 when it's subscriber growth doubled in a single Quarter. It showed 100% growth YOY last 12 months. * Since then CDMA has remained the fastest growing wireless technology (end to end, or radio interface) virtually every quarter (last 2 a brief exception) and annually. This is NOT changing. * CDMA market share is not 10% as post author claims it is 11.5% all wireless and 13.6% of digital wireless. This market share increases (slowly now) virtually every quarter. * CDMA was accepted in January 1998 as THE primary air interface of 3G wireless by the predominant ((end to end) technology in the world. * By 2007 (maybe earlier) CDMA will be the dominant air interface in the world and could be 90% by 2010. How does one spell GORILLA? - Eric - Message 14312244

To: Percival 917 who wrote (31427)	8/31/2000 9:12:46 PM
From: RR	Read Replies (2) \| Respond to of 35685

Hi Joel: Yes, the EXTR call position I posted on here this morning was sure a good investment at that time. You will still have lots of opportunities to enter some call positions on both CIEN and EXTR. Patience. On RMBS, no, I'm not in it. Have posted why a couple of times on here before. I use to trade it last year and made money on it. Then got out and not been back to it. It is not on my radar screen but then a bunch of good ones are not on my radar screen. Remember, I purposely do not follow but just a small handful and will not change very often. Tomorrow..... hum. May be some opportunities. Be thinking what you will do, so you're ready to execute. RR