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To: TobagoJack who wrote (53372)9/15/2004 1:36:08 PM
From: Bert  Read Replies (1) | Respond to of 74559
 
Joined you on PQUE...bottom here on the weekly/eom



To: TobagoJack who wrote (53372)9/15/2004 3:35:51 PM
From: pezz  Respond to of 74559
 
<< (yeah, yeah, do not say it ;0)>>

I donno if I can forgive you for calling CHK ( my pick) a "dog" when ya sold it. ....But since ya bought it back higher I guess ya been punished enuff %^)

Anyway today's report; sold the rest of my ISR @ 6.50 after paying 8.72...I hated to do it but I may need the money for my construction project and I saw a blk on the bid...



To: TobagoJack who wrote (53372)9/16/2004 12:09:33 AM
From: Maurice Winn  Respond to of 74559
 
Jay, did you see that your continuous advice to sell QCOM and swap it for that evil, Aztec idol was bad advice? Albeit good for a brief time at a crucial time lonnnngggg ago in early 2001, which I had figured out anyway, though I was also prompted by your persuasive parables on where things might go, which I had for several years considered quite possible, though unlikely.

You gave that advice when the pre-split Q was worth about 10% or 20% less than G when we started comparing the two. Since that bad advice, Mighty Q has paid dividends and has not only caught up to G, but lapped it!

Q = 405
G = 403

and THAT is not split or dividend adjusted. In old lingo, Q would be 810 which is more than double G.

Did you see that Unicom can't get enough GSM1x handsets? While the label seems to be GSM, that means it has a CDMA function and also works on GSM, so QCOM gets both sales of ASICs AND royalties on a more valuable phone, including the GSM components.

It is going to be richly ironical when QUALCOMM is collecting royalties on umpty million phones used primarily for GSM, but have CDMA on board for roaming purposes. The GSM Guild did not plan on that. Meanwhile, the GSM Guild is switching as fast as they can to 3GSM, which again, seems to the unwitting to be a GSM product, but it is in fact a totally CDMA air interface and guess who collects royalties on that!

3GSM used to be called W-CDMA, but in the interests of branding, the GSM label was retained. A rose by any other name would smell as sweet.

I enjoy the fact that Yiwu the Terrible is paying me money for using CDMA [probably]. On the other hand, maybe she isn't. Yes, that would explain her problem. She is not experiencing the soothing, anodyne, phragmented photons of CDMA suffusing her brain, which bring peace, light, harmony, happiness, health, prosperity, longevity, fun and love not to mention enlightenment.

Mqurice

PS: I am enjoying my gloating moment because I'm well aware that G could well catch up that lap on Q.