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

To: Mike Buckley who wrote (35973)	12/5/2000 3:15:11 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Maurice, One of our threadmates sent me your post I had misplaced. Message 14801775 --Mike Buckley

To: Mike Buckley who wrote (35973)	12/5/2000 4:17:57 PM
From: Maurice Winn	Read Replies (3) \| Respond to of 54805

Mike the $80 per device was from: ASIC sales ASIC royalties [Texas Instrument sales] Royalties on subscriber devices from phones to It devices for Web access such as the Hitachi computers Eudora sales SnapTrack sales LaunchPad sales [Compact Media Extension, gpsOne and SnapTrack] PacketVideo sales Technicolor sales PureVoice applications sales [and licensing] Condor sales WirelessKnowledge sales Wingcast sales Profits from other joint venture sales to those devices; eg NetZero Profits from other joint ventures; QUALCOMM just announced shares in licensees instead of upfront licensing fees to help startups get going Things I've forgotten or don't know about The $80 is just a rough guess. Intel gets more than that for their PC ASICs so I guess these much more useful ASICs will be worth a lot more and those mobile applications are valuable. Add in the Globalstar component [much of which is duplicated from terrestrial sales]http://www.siliconinvestor.com/readmsg.aspx?msgid=14949621 $80 per subscriber seems a bargain for all that. Then there is OmniTRACS, Cinecomm, 5G, 6G, 10G in 2010. Nokia just today predicted 1 billion subscribers by 2002 or maybe it was 2003. There should be 2 billion by 2005 and half of those will be CDMA subscribers [with legacy GSM and TDMA being the rest - fading fast as those subscribers buy second hand devices from rapidly upgrading early adopters]. All WAGs, but I like the trend. Oh, don't forget Graviton! graviton.com and don't forget the GSRS [TM] top secret development for graviton spin reversal for 'weightless' transport, sending things to space etc [2010 technology if I can get my prototype fired up]. Meanwhile, QUALCOMM just reached $100 a share in a BIG up day; Nasdaq +10.5%. Wow!! $1000 a share by Feb 2005 [or maybe it was 2004...can't remember]. World's first $1 trillion company well before 2010 - now THAT's a Gorilla. The fun has begun. Don't forget that Q! won't sit still over the next 5 years and they'll come up with other good things too. Mqurice PS: Apollo, thanks for the welcome, but I'm just passing by - I wanted to thank Uncle Frank for TFM, making me an 80% expert. The GG trophy I was talking about was Globalstar! It's in the chasm and in trouble even on a huge Nasdaq up day - a lonely spot of red in a sea of green, but I have it by the leg and am fighting with its mother [Loral] for possession. I'll feed and water it and it'll turn into the biggest Gorilla! Complete with proprietary open architecture [though I'm not sure what that means], a monstrous value chain, high switching costs, huge barriers to entry, no competition, furry arms and a big bottom [line].