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.

Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (21138)	4/4/2002 3:59:32 PM
From: pinhi	Respond to of 196647

Excellent post Eric. eom. Pinhi

To: Eric L who wrote (21138)	4/4/2002 4:31:00 PM
From: limtex	Read Replies (1) \| Respond to of 196647

EL - Of course they can't see it. You would have to know how bad GPRS is and how good 1X is and all the great new handsets and applications that will come with 1X and the massive relatively untapped markets like the kids and teens who do not have spending limitations as adults do. And the interactive stuff with corporates to understand how 1X will change the the technology outlook. And it will come from apps developers in Korea and Japan. And new apps companies will surface and add to the hype. Of course it is difficult to see that on a day when some cult member in Gaza say in the NYT that they are only interested in killing Jews no matter who signs what and the general gloom of the market. Any long is being tested and as for that price target well that is really neat. $38 the...the guy has a sense of humour. And another thing, PJ seems to have overlooked that EV DO upgrades are planned for next year. Also I noticed a previously unheard of type of fancy hanset due for release in Korea in the fall and targetted at the business community. Best, L

To: Eric L who wrote (21138)	4/5/2002 7:45:50 PM
From: Cooters	Read Replies (1) \| Respond to of 196647

PCS has of course not been very definitive on when they will launch. Recently they have made statements that when they launch, it may not be with a full-suite of handset based next-generation services or content. Yep! The first time I heard PCS's hedging, or I should say the only time I heard it, my stomach fluttered. To be accurate, they said they may launch in two phases. That could mean so many things. Is it 5 handsets instead of 7, with 85 J2ME apps instead of 125, with only limited GPS devices and apps, and hold the cameras this round(note: just pulled those numbers out of the Cubs hat)? Or something decidedly more sinister? I may hop in the car and pop over to Sprint's annual meeting next Monday. About a 3 hour drive. Cooters