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To: brian h who wrote (61548)	4/3/2005 7:15:28 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 74559

Brianh, as Jay says, it's good to be here in The Great Financial Collapse of 2001 which never happened, to see what others are thinking to better view one's own position. When talented, thoughtful, with-it people like Jay and ElM are clueless about what HSDPA and 3GSM and W-CDMA and UMTS and CDMA2000 and 1xEV-DO and 1xEV-DV and MediaFLO and radioOne and BREW and Globalstar and Iridigm and gpsOne and so on can do, it makes me realize just how little the reality of what is going on has been understood by nearly everyone else. Jay thinks my analogy of GSM to CDMA and hieroglyphics to English alphabet and grammar and style market share is off the mark by a mile. He thinks the difference is more like Goodyear and Firestone tyres, and compares CDMA to one kind of dictionary and GSM to another - just another fungible option. He doesn't appreciate that TDMA systems like GSM simply cannot do the same job, being confused by bits and bytes and zeroes and ones, which all look the same when viewed as individual entities, without understanding the physics which moves them around. As Professor Lusignan said, CDMA breaches the laws of physics. GSM does not. But QUALCOMM managed to breach said laws of physics, just as Einstein managed to breach Newtonian physics. He didn't of course. He just understood more precisely how actual physics works. Another comparison we could make is nuclear fusion thermonuclear bombs and trinitrotoluene [TNT]. As Jay says, both are just bangs, with so many bits and bytes, zeroes and ones, and BTUs or Joules. But there is in fact a qualitative difference and the USA had the fissionable type and the Japanese had the chemical type. The outcome was spectacularly different. Hirohito did not remain Emperor of the East Asia Co-Prosperity Sphere though he was permitted to remain Emperor of a conquered Japan. This HSDPA has really sneaked up on me and is turning out to be ready sooner than I thought and is doing better than I thought and will turbocharge QUALCOMM's position even more. QUALCOMM should move from Newtonian financial theory to relativity financial theory as they approach the speed of phragmented photons in CDMA networks. Mqurice