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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Mary Cluney who wrote (48170)	4/7/2004 2:26:11 PM
From: energyplay	Read Replies (1) \| Respond to of 74559

Consider TMR, and oil company who is growing through the drill bit and finding oil and gas. PAL, North American Palladium, is benefiting from recovering Palladium prices for auto catylysts and a small expansion in mine production.

To: Mary Cluney who wrote (48170)	4/7/2004 6:59:44 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Mary, <<Just as likely, if not more so, as there is to be a recession or depression in the future>> … why do you expect so? Why can events work out as the equity valuation seems to indicate that they will work out? Chugs, Jay Message 19997550

To: Mary Cluney who wrote (48170)	4/8/2004 1:01:13 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 74559

<I was ready to invest in several hundred shares of QCOM (when they were still touting TDMA as the technology of the future and before Maurice had even heard of CDMA - I'm guessing) on the Monday before Barron's came out with an attack on CDMA.> Wow, you were early! I didn't think of mobile CDMA until 1989 when I was pondering what could be done about spectrum shortages for mobile phones [I didn't think of the expression CDMA then as it hadn't been coined to my knowledge]. I thought that since ASICs were getting so small and powerful, they could be plugged into mobile phones and Fourier analysis used to decode noisy signals dumped across the bandwidth simultaneously. I contemplated inventing the process and getting rich, but after brief reflection, realized I'd have to get out my maths lecture notes from the 1970s and start at first principles with not much money and no talent. I played golf instead. I first heard of CDMA in August 1991 when I serendipitously met Bill Gardner of QUALCOMM at a family social function, who told me that what I had thought of was what they were doing and he was testing in San Diego right then. That was even before [the day before as it happened] QUALCOMM announced that they were going to have an IPO. So you were certainly on the ball there! Well done. Luck is a wonderful thing. Being ready to recognize an opportunity one stumbles over is a good thing too. Gladstone Gander [GG] taught me the principle of stumbling over opportunities. I think he stumbled over a rock, kicked it in anger and it turned out to be some of that Aztec material. I forget the details. Stumbling over CDMA was even better and a lot more use to the world than stumbling over some gold. I will always be grateful to my maths professor, Dr Segedin, deceased, for explaining the Fourier Transforms stuff many decades ago. It bemuses me that something I thought of so little consequence to me at the time turned out later to be the key to Aladdin's cave. Noise and randomness work wonders in the world, if one is able to decipher the signals and see shape in the confusion. Mqurice