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


To: foundation who wrote (29190)11/21/2002 12:11:20 AM
From: cfoe  Read Replies (1) | Respond to of 196608
 
Read #3 and #10

technologyinvestor.com

....Top Ten Technology Opportunities:

1. Lighting. LEDs burn brighter, last longer, use less energy. They're replacing incandescent bulbs everywhere -- from traffic signals to vehicle turn signals. For the best inkling of what's happening in lighting, visit the new Times Square in New York City and eye the bright lights, the gigantic screens, etc.

2. Home Servers. Video and audio on demand. Digital photography, multi-user gaming. We are at the very beginning of the broadband home entertainment revolution.

3. GPS Locator Products and Services. Picture a combo cellphone/GPS/software device. Give it to your kid or your pet. If it strays, the gadget will call you and tell you where your kid or pet is. [Done!]

4. Serious Wealth Management Services. Wall Street today sells "products," not services. Some day it will learn that people with a modicum of wealth are prepared to pay for service.

5. RFID Devices and Services. RFID stands for Radio Frequency IDentification. Mobil/Exxon has Speedpass. We in the NorthEast have the EZPass. They're all crude beginnings of a new form of fast cash.

6. Specialized Software. They'll always be a need for software. Check out www.Magnitude.com. They sell anti-injury software. It measures your keystrokes and tells you to take a break. Apparently, it has cut worker's compensation claims down dramatically at large corporations. ROI is gigantic.

7. Education. I'm surprised how many people have told me that while Wall Street and the economy sleep for the next couple of years, they're going back to school,

8. Entertainment. There are hundreds of channels on modern cable and satellite. Someone has to provide all that programming. Ditto for online gaming. As our country moves onto a permanent war footing and our country moves to a "party economy" (like Israel), we'll want more and more entertainment. We will live for today. Tomorrow we'll be Anthraxed.

9. New ways of selling old things. The Internet did not die because the dot coms failed. My friend runs one of the biggest boating supply stores without a physical store. My wife has discovered she can buy George Jensen silver on eBay from a store in Copenhagen for a lot cheaper than buying it from George Jensen retail.

10. WiFi. I hesitate to put it in because it's so expensive to wire the world up for wireless 802.11(b). But that's what everyone from Intel to IBM to Starbucks and Boingo are trying to do. I love walking into an American Airlines Admirals Club, turning on my laptop and picking my email up at breakneck speeds. Someone will eventually figure out a way to make money at this...



To: foundation who wrote (29190)11/21/2002 7:42:52 AM
From: foundation  Read Replies (1) | Respond to of 196608
 
Strategy Analytics: Samsung and LGE gained global handset market share in 3Q

Compiled from outside sources; Chinmei Sung, DigiTimes.com [Thursday 21 November 2002]

Samsung Electronics and LG Electronics (LGE) continued to see impressive shipment growth and were the only mobile phone vendors in the top six to gain market share in the third quarter, according to market research firm Strategy Analytics.

Nokia showed its historical third-quarter slowdown, with weakening performance in the CDMA (code division multiple access) and TDMA (time division multiple access) markets in North America.

Motorola had an impressive profitability in the third quarter, registering its highest operating margin since 1997 and gaining ground in CDMA handset shipments, but again failed to coordinate on all fronts and gave back those gains with a weak quarter in GSM phone shipments.

Siemens maintained its profitability with lower shipments, but did not see the expected surge in volume from entry-level products launched in the second quarter.