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Pastimes : The New Qualcomm - write what you like thread. -- Ignore unavailable to you. Want to Upgrade?

To: John Biddle who wrote (5700)	2/4/2003 5:58:28 PM
From: Maurice Winn	Respond to of 12229

I wouldn't have a clue John. <When do you think the good news in the marketplace about Q and CDMA vs OTHER will result in increases in QCOM mkt value? > Throughout the 1990s, the rapidly growing prospects for QUALCOMM were largely ignored until 1999. It seems that great prospects are only converted to market capitalisation when the money starts gushing in the front door. Engineers sending great new technology out the back door to the patent office and samples to cyberphone and cyberspace providers doesn't create excitement. That's reasonable because until consumers vote with their wallets, there is always the prospect of the Globalstar phenomenon, whereby great technology, excellent market analysis, millions of addressable subscribers and all that jargon turns to a big zero on the bottom line [or worse]. There is many a slip twixt the cup and the lip. If I guess, I'd say during 2003, the cyberphone phenomenon will become conventional wisdom. People will drop the idea that there's no market for mobile cyberspace and mobile applications such as BREW. People will realize that speed matters, contrary to the claims of the High Speed GPRS suppliers than speed doesn't matter [which begs the questions as to why they bothered calling GPRS high speed]. Over 2003 and 2004 there will be a continuing gradual realization that mobile cyberspace is a good thing and it's nice to have Google in your hip pocket, or shirt pocket or somewhere. Maybe even inserted under your skin, in bone behind your ears, with inductively-coupled Bluetooth-powered retina-scanning input and stereophonic sound, possibly with direct cochlear stimulation. It would be excellent for sitting examinations involving rote memory to have Google in your head. Mqurice