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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (72881)4/7/2011 9:16:56 PM
From: Maurice Winn1 Recommendation  Read Replies (1) | Respond to of 219874
 
TJ, QCOM is a minuscule part of CDMA akin to Mr Diesel inventing the diesel engine is a now irrelevant part of the colossal diesel engine industry running the world.

If you add up the economic wherewithal of things CDMA/OFDM you will find it's something in the $trillions. Apple alone is worth a good part of $1trillion. Vodafone and Verizon are significant too. Then there's Nokia and a retinue of Japanese companies. Huawei [Made in China] is booming on the back of CDMA/OFDM.

Of course Qualcomm's derisory royalties are insignificant compared with the world's stash of gold which can apparently fill a swimming pool or two. That wasn't the point.

If I write my epitaph now, I would be much less happy to write - "Bought gold in 1994. Sat on it. Died with the same amount." than "Brought Peace, Light, Harmony, Happiness, Health, Prosperity, Longevity, Fun and Love to billions. Even to TJ who lit up his life with his little CDMA/OFDM DeVice. While he can pass on his gold, his children will prefer to be left to their own DeVices. They have possibly even already been able to get their hands, or at least eyes on Daddy's, just to show them the future so that they will not be left behind in an atavistic Aztec barbarian world. Meanwhile grandson Sebastian Chan, now three weeks old, has a world of possibility rather than some stone age relic as inheritance. PS: Did a lot better financially by sticking with QCOM Irrational Exuberance than bailing out with the invention of the Irrational Exuberance expression to hide in a golden bunker."

Oh, do they ring a bell at the top and bottom of gold moves? <50,000 invested in qcom in 1992 could have been offset by a steady investing program of put/call machinations on gold while on the way down, and a 20-50x spec on the way up. gold, down and up and down and up is hard to beat because it shall not go to zero and has always been very liquid, because it is, at the end of each day and the beginning of every night, gold. > By listening for the bell with Qualcomm, you could have done even better.

Anyway, it must be time for you to buy some more CDMA/OFDM. You can do it on-line now [I guess], using your existing CDMA DeVice, and soon you will be able to pay on-line too with real money; gold and US$ are not real money any more than grunts and grins are real communication.

Life's a giggle and a lot of fun,
Mqurice



To: TobagoJack who wrote (72881)4/8/2011 11:00:29 AM
From: Maurice Winn1 Recommendation  Respond to of 219874
 
What money from CDMA you ask? Here is another $33bn of the stuff and rising like a rocket: <HTC Climbs Past Nokia in Market Cap

HTC just passed a stunning financial milestone, surpassing yet another formidable rival. Having recently roared past Research in Motion in market cap, the company has soared on past Nokia as well.

HTC’s market cap today sits at about $33.8 billion, which is greater than Nokia’s ($32.84 billion) and well above RIM’s ($28.5 billion).

Which is, frankly, dumbfounding. HTC’s market value is now more than 30 times what it was five or so years ago, driven there by a thriving mobile device business.
>

Good riddance to Nokia which was not appreciative of Qualcomm's ingenuity and generosity, and refused to get with the CDMA programme.

Here is a Chen who understands that there is money in CDMA: <nd according to a recent Goldman Sachs report, the company is poised for still further growth thanks to what analyst Robert Chen describes as “a very unique business model and ecosystem strategy.” He expects HTC to ship 200 million smartphones and 30 million tablets globally each year over the next three to five years. >

Hundreds of millions of DeVices. That represents real money. That's a lot of people who think CDMA is desirable - so they buy the HTC Desire. Zenbu has bought one.

The cultural norm now is to clutch a cyberphone in both hands. One can see 2 or 3 or 4 young women sitting together, all flat out on their cyberphones. It's the one possession people cannot do without, any more than they can do without ears, eyes and voice [all at once - one or other out of action is not totally paralyzing].

Do you think the HTC shareholders wish they had bought gold instead? Do you think the Nokia shareholders wish they had got onto the CDMA bandwagon in a timely way?

Mqurice