SI
SI
discoversearch

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.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Maurice Winn who wrote (112076)2/3/2002 2:59:08 PM
From: JohnG  Respond to of 152472
 
Interesting. I wonder if Leap Puts aer available for AWE and/or Cingular

4Mobility on 1xevdo

==========

News & Analysis 4Mobility

By Barney L. Dewey
01 February 2002

Today's Topics:

1. CDMA2000 1X EV-DO service launched in South Korea

CDMA2000 1X EV-DO service launched in South Korea
By Cellular News

South Korea's SK Telecom launched the worlds first synchronized commercial 3G CDMA2000
1X EV-DO Service in Incheon City a couple of days ago. SK Telecom provided a pilot service
on November 17, 2001. The company plans to launch the service in Seoul in February, and
by the end of April initiate the service in 26 cities including Busan, Daegu, and Gwangju,
where the World Cup Football Games will be held. By the end of this year the commercial
service will be expanded to 81 cities.

The transmitting speed of 1x EV-DO service that SK Telecom introduced for the first time
in the world is a maximum 2.4Mbps. This is 16-fold faster than CDMA2000 1X whose
transmitting speed is 144Kbps.

More @ cellular-news.com

==========

4Mobility Analysis

Here is a peek of what is coming to the U.S. in 2003. I believe we will see 2.4 Mbps
service from Sprint PCS (and probably Verizon) next year in major markets. Since
cdma2000 1x EV-DO devices are backward compatible with cdma2000 1x service being
rolled out by Verizon and Sprint PCS this year, most subscribers will be able to use the 144-
and 288-kbps service nationwide and seamlessly switch to 2.4-Mbps in major cities and hot
spots.

This should worry the GSM/GPRS network operators in the U.S. They will be far behind
what the CDMA operators will be offering for wireless data service. I believe AT&T and
Cingular will collapse because of the capital costs to rollout their new GSM/GPRS networks.
If wireless data becomes a major profit center (I believe it will) the GSM/GPRS operators
will lose a second time because their wireless data services will not be competitive.

==========

NEW RELEASE: The Outlook 4Mobility announces the release of Wireless Data
Implementation Survey - What Does the Corporate World Think About Wireless Data?
written by Sr. Partner Andrew Seybold. The repost provides the answers to your most
pressing questions about the state of wireless data implementation in the corporate world.
For information about ordering this new report visit our web site at
www.outlook4mobility.com.

The Outlook 4Mobility provides its news summaries and analyses free of charge. Outlook
4Mobility products and services include Consulting Services, Mobiltorials, Newsletters,
Customized Proprietary Research, Wireless Tutorials and Conferences. Please visit our web
site at www.outlook4mobility.com for additional information.

Copyright 2002 Outlook 4Mobility



To: Maurice Winn who wrote (112076)2/3/2002 7:57:44 PM
From: S100  Read Replies (1) | Respond to of 152472
 
Proctor and Gamble. One of the first "high priced" stocks I bought a decade or more ago at $80. Many splits later I sold but I still perk up when I hear the name. I occasionally listen to a popular stock show where the host has a "market timer" newsletter. I am not into "market timing" and marvel how he can take so many calls from people who would not recognize a "clue" if it landed in their soup. When P and G went from 120 to 60 in days, forget why, he and some callers were in a near panic, sky falling, etc. One P and G worker called and had most of his pension in P and G stock. Well, in five years it has gone from 60 to 120 to 80, not real good return but it has paid a dividend all the time as far as I know. Not exactly the end of the world unless you held the stock in a margin account opened with funds from your credit card.

quote.yahoo.com

BTW, one of my favorite financial writers is John Train, let me quote a snip from one of his books on stock selection.

Snip

1. Superior research to develop products and markets
2. Lack of cutthroat competition
3. Comparative immunity from government regulation
4. Low total labor costs, but well-paid employees
5. At least a 10 percent return on invested capital, sustained high profit margins, and a superior growth of earnings per share
To select such stocks, he said, the investor needs experience and judgment, and must take into account general social and political influences as well as economic ones. All this, I would judge, does indeed lie within the competence of a diligent, experienced nonprofessional.

Snap

I noted that Miles Davis, I think that was his name, of the eponymous firm that supplies very expensive stock market data to mutual funds was the special guest on Wall Street Week. There used to be 500 mutual funds and 5000 rotary rigs running, now numbers are reversed. Wonder if the mutual funds paying for this high priced data are the ones lagging the index funds? Good chance judging from the show.