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: Caxton Rhodes who wrote (52719)	9/27/2002 11:06:10 AM
From: areokat	Respond to of 54805

<snip> >>Imposing W-CDMA as a single standard in 3G now looks like a big mistake. Far from reinforcing Europe's leadership in wireless, it has done the opposite. Morgan Stanley recently concluded that Asia now leads the world in the adoption of 3G, followed by America. Europe is last.<< economist.com This was the argument made a couple of years ago that imposing a single standard rather than letting the technologies battle it out was a mistake in favor of the US. Going to be interesting to watch it unfold. HDTV may be in the same boat. And you know China is watching this very closely. Eric?? Kat

To: Caxton Rhodes who wrote (52719)	9/27/2002 5:24:50 PM
From: ynot	Respond to of 54805

that is why Moore is 'mistaken',imho or it may be that people looking for a silver bullet are greedy for anytbing that looks like one times change rules change what makes up the next gorilla changes there may be probabilities but that doesn't make a long term investment viable, imho leverage up can leverage down vicously look at SEBL what will the next gorilla look like? a monopolist patents, real patents, not the IPO kind, lol... CISCO will not be their first customer or a reference watch revenues and patents (creation and flows) pretty simple, i think then again what the heck do i know ;) regards, ynot :)

To: Caxton Rhodes who wrote (52719)	9/27/2002 6:12:57 PM
From: Will Lyons	Read Replies (2) \| Respond to of 54805

A small question How can institutions own more than 100% of the float? Yahoo finance profile of ATMI shows institutions owning 161% I have received many ridiculous answers. Maybe someone on this thread can do better WL

To: Caxton Rhodes who wrote (52719)	10/3/2002 9:00:34 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

re: Qualcomm and CDMA 1xRTT or wireless fans may enjoy ... ... a new whitepaper published by The Shosteck Group titled "The Next Generation Transition for TDMA Operators: Assessing The GSM and CDMA Options". The whitepaper is interesting and informative. That is not to say that I take their stated facts, opinion, and conclusions to be definitive, and I most definitely take issue with a few of there statements but on balance it is pretty good. I do consider it to be a considerable improvement on a CDG sponsored whitepaper they produced in June 2001 and this is somewhat of a reworked sequel. It may have been produced independently of CDG sponsorship on this go around but I am not yet sure of that. It is available at no charge by registering for it on their website: shosteck.com Shosteck Central in turn e-mails the 47 page whitepaper. I've provided some excerpts from there own summary here: Message 18067854 - Eric -