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.

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

To: tinkershaw who wrote (51137)	4/26/2002 8:33:39 AM
From: techreports	Read Replies (1) \| Respond to of 54805

If AOL is an unreal company, I need to know the definition of a "real" company. AOL has 34 million subscribers paying what $23 a month x 12 = $276 a year x 34 million = or over $9 billion a year in monthly subscription fees alone + advertising + coimmerce share + whatever else they do, and is one of the great cash generating machines of our time. I don't think all 34 million pay 23 bucks per month. Still, that's a pretty big business. But yes, QCOM has made some investing mistakes. But then again so has Time Warner. Maybe it is just a legend, but the story I have been told is that Time turned down a young executives recommendation that they invest in AOL in AOL's early days. All it takes is one successful investment. So I don't think I'd call for QCOM to quit making strategic investments. I would try to learn from past mistakes and make better strategic investments going forward. tinker, what's your thoughts on 801.11 as a threat towards CDMA data?