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

To: Eric L who wrote (62651)	4/14/2007 12:58:29 AM
From: engineer	Respond to of 197248

At the time good ole "Independent" wirelss Bill was writing this crap, we had no less than 10 differnt US TDMA phones out there at Good Guys and Circuit city flooding the shelves. Yes, he was a plethora of great information, Eric. Always wondered where you got your REAL information from, now I guess we know. But good ole Bill was telling us that CDMA would never work, and that those 25 BTS at Verizon as a demo was a mistake. But within 6 months of these posts the stores that had all had US TDMA phones suddendly didn't. No phones to be seen from people such as Toshiba, Nokia, Ericson, etc. No shelf stock, no phones, and almost no service. I guess the increassing CDMA Physics violations just knocked those crappy phones right off the air....YEP, gotta send good ole Bill a note and tell him that was what it was. Funny how by 1997, there was virtually NO TDMA phones around. Except for your good ole friend Rod Nelson and AT&T. And good ole BS...er I mean Bell South. Just ask Cooters about that one. Hey dig up about 100 facts for me on whatever it is that I spelled wrong and post the shit out of it. Take care.

To: Eric L who wrote (62651)	4/14/2007 3:25:23 PM
From: Maurice Winn	Respond to of 197248

Words to live by: <...think things will go quicker than they do. That leads to frustration and mistakes in judgement as well as overstatement of position. > I am not totally convinced any longer that QCOM will be the first $1 trillion market capitalisation company by about 2010, with boxes, software and ASICs all on sale, bigger than IBM, Microsoft and Intel combined, with Globalstar filling the sky with hundreds of satellites and millions of subscribers, with Eudora morphed into the primary contact with cyberspace for everyone [Yahoo! Google, eBay, communications and browsers combined]. I think the casualty rate and financial damage in World War I and World War II combined, with Mao's maelstrom and Stalin's Siberia thrown in for fun, were less than the carnage in QUALCOMM's strategic investments and lost opportunities. Yes, we got [some] victory in the end, but what a long and literally bloody battle [I know of one Sier suicide from financial loss as the proximate cause]. Globalstar continues to battle for survival against management which could get employment in most Simpson's episodes. The first management did very badly. The second lot [which included remnants of the first lot for a few years] did poorly, which is some improvement. It is only a few days ago, in the face of a failing constellation, that Globalstar decided to slash prices to "free minutes" for a fixed price of $50 per month. I suppose the demands for credits for dropped calls was becoming a problem. Now people can just try again after the hole has passed overhead. I see Bill Frezza and I agree on the opposite point of view to Ted Kaczynski = cyberspace will rule the world and that's a good thing. I am planning a major onslaught against the temporal authorities [my prototypes are coming along nicely] = Big Ben and the Federal Reserve, not to mention the yen and other government promissory notes which people use as money in the absence of the real thing. Monthly sales of CDMA-based devices have STILL not overtaken GSM-based monthly sales, about 8 years after I thought they would have done. Perhaps in dollar value rather than numbers CDMA is getting close to GSM, but I meant numbers originally. Predicting the future is problematic. Actually, in $, I guess CDMA [of all flavours] is now ahead of GSM. Japan is all CDMA, Korea, most of USA, all NZ high end phones. QUALCOMM might still become the world's first $1 trillion company, but the trend in that direction is poor given the performance in multiple efforts. Paul failed to make the handset division a success like Nokia, so I am doubtful that he will make QUALCOMM overall the world's biggest company any time soon. I know the handset division was only [supposedly, according to Siers in the know] a temporary way of getting some handsets into test networks, but I feel deceived as a shareholder with Sony joining in [allegedly just for a bit of training in CDMA before joining with L M Ericsson]. QUALCOMM did NOT say "The handset division is just part of priming the market, which we expect to sell off for parts value". I thought they were serious. Hence the $1 trillion market capitalisation. Neither did I know that their fun with Nortel in the infrastructure division was just to prime Leap Wireless and build some test networks. Or that Leap Wireless was presumably just a test marketer. At least I sold Leap at the top. Mqurice