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To: Box-By-The-Riviera™ who wrote (71550)2/25/2001 4:06:19 PM
From: Raymond Duray  Read Replies (3) | Respond to of 436258
 
Hi Joel,

Re: any comment?

Nice to see Maurice moving on. His cheerleading for GSTRF was getting a little preposterous. Hope the mighty Q* doesn't have a similar Winn curse..... BTW, how is Q* accounting for the $4.5B at risk in their G* vendor financing scheme?

RGD



To: Box-By-The-Riviera™ who wrote (71550)2/25/2001 6:45:18 PM
From: LLCF  Read Replies (2) | Respond to of 436258
 
Mike knows better than I, but if I remember correctly CDMA200 is superior that GSM... this delay may actually be good for QCOM as these idiots in europe dither. It's my understanding that once CDMA is adopted it makes upgrades and increases in capacity much easier AND cost effective to impliment. The 3G crap is a buracracy dragged thru the mud by the european players to try and dilute QCOM's patents and grab some for themselves.

DAK



To: Box-By-The-Riviera™ who wrote (71550)2/25/2001 10:04:14 PM
From: B.REVERE  Read Replies (2) | Respond to of 436258
 
Maybe I'm a little paranoid, but personally I would not hang my hat on any investment that relies on a huge payoff down the rode from Red China. Not only is their average citizen paid about $200/annually but what guarantees does "Q" have that their patents will mean diddly squat over there? I think the "com" will be seeing much lower
valuations this year.


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