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Microcap & Penny Stocks : Globalstar Telecommunications Limited GSAT -- Ignore unavailable to you. Want to Upgrade?

To: Pierre who wrote (19468)	11/22/2000 8:14:42 PM
From: pcstel	Respond to of 29987

Pierre, I know I will be may be rebuffed on my views regarding QCOM.. And yes, I currenly hold QCOM as a long.. Rocket Scientist pretty much knows my QCOM trades as the two of us "corresponded" over the last year.. I told him when I "Sold" most @ $180, and "When I shorted" @ 135.. Covered @ $95, and went long $95.. Sold it for a loss @ $75 the day the news came out about the Globalstar .10 off FY 02.. Bought most of my current position @ $61-66. Here are some of my statements from 1998: The condensed QCOM PCSTEL Here is some Tero Confrontation.. take note of my statement on the bottom of this post.. Still applies today---" Confusses says... Non-theorethical performance of a standard in commercialization TODAY" in is better than "Theorethical optimal performance of a standard" NEXT YEAR!!!!" messages.yahoo.com Please Remember.. That there has been some re-alignment in the terms being used here: CDMA 2000 1xMC, 3xMC, etc.. messages.yahoo.com Some Gregg Powers stuff: Misc. ERICY/QCOM war stuff!! messages.yahoo.com messages.yahoo.com messages.yahoo.com messages.yahoo.com Anyway.. Kind of fun looking back thru the QCOM/ ERICY War Chest.. But, I could not find some of my posts regarding WCDMA I was looking for.. And we touched on this issue before, and you noted it was a concern... Please name the applications for WCDMA 384kbs mobile data.. Better know as 3G services?? Hard to come up with.. Aren't they... WCDMA/3G was/is/and always has been nothing but a smoke a screen! It has been a successful smoke screen, in that it effectively de-railed the CDMAOne build out momentum! The cost 3G of the spectrum is too high (remember those Verizon POP figures I supplied the other day, do the math on the per POP cost of 3G spectrum), The ability to raise funding to buy the infrastructure is in serious doubt in some circles.. What is a user going to have to pay for these services? First WCDMA was going to be deployed in 2000, Then 2001, Now 2002...3..4... As Maurcie has correctly coined it.. It's WCDMAVW40.. Nokia can't even make a damn IS-95B compliant ASIC.. Let alone WCDMA chip or a 1X Chip.. It's like someone saying.. I can't build a 'go cart' but can 'build a cold fusion powered car'.. So, the Euro's will keep playing the delay game.. Sure, everyone buy those spectrum at auctions.. And you keep on paying the interest on that Spectrum.. In a couple of years we may have some equipment that you can install and try and make some portion of your money back.. Until then.. Just keep on paying those interest payments on that Spectrum you bought... The clock ticks by.. The Service Providers will grow impatient.. The manufactures like NT and LU will be the first to adopt Qualcomm WCDMA chips.. While the Euros will continue on trying to make their own.. Just to spite themselves.. In the end the operators will discover they just should have converted to CDMAOne in the beginning.. The Euro's will have taken them on a expensive taxi ride.. Dropped them off in the bad part of Tijuana, drunk, half naked, and with their wallets removed.. However, I look at some of QCOM larger customers and it makes me worry! LU, NT, VOXX.. Qualcomm has GREAT MANAGEMEMT.. And though I think it will be hard for a company to get through the next year without getting hit with a profit warning... Qualcomm would be my best bet to avoid it!! PCSTEL

To: Pierre who wrote (19468)	11/23/2000 10:06:11 AM
From: pcstel	Read Replies (2) \| Respond to of 29987

<OT>Pierre... I am sure you saw this one!! news.ft.com Eveyone man your 3G life boats!! 3G WCDMA is going down!! Look.. on the horizon.. It's the USS Qualcomm!! Silly Nords: You would think that since they have been working on WCDMA since the "Repeal of Prohibitian", as they cliam, that they would at least understand it's "real world" performance. Now, they find out that WCDMA = IS95B performance.. <g> Their next step a press release something like this... "Dear Mr. Service Provider.. Do to the rapid advancements over the last two years in compression techniques regarding these targeted 3G Interactive Multi-media Wireless Experience , (Audio mp3, Video Quicktime, Real Networks, and Windows Media Player Formats.. We greatly over estimated the requirement for Wireless High Data Rate Transmissions to Mobile Devices.. So in order to better utilize your valuable spectrum.. We have decided that it is much more economically advantages to reduce the data rates to a LOWER VALUE.. But, in reality, the multi-media experiences that we had envisioned back in 1997 will still be fully available.. Yes, Mr. Service Provider.. Thanks to advances in other forms of Multi-Media Compression Techniques, you will be able to get similar Multi-Media user experiences, with the addition of much higher network utilization for other applications.. This is due to the advanced scaleability of our advanced wireless air-interface which has been know as WCDMA, but now we are re-nameing it WCDMAX2.. We here at Nokia/Ericy will continue our unbridled research and development, and lead the world in 3GX2 development.." PCSTEL