Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: dougjn who wrote (6506)	12/15/1997 2:22:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

Doug, "New competition will take years won't it? Seems like it takes at least four or five years to get a system up. The cost/experience advantages to G* to add a second layer of satelites would seem huge. (And of course G2 is on the drawing boards for what, 2001 now?)" Yes, huge barriers to entry. But entry there will be. It might take ten years, but the profit will attract others. Globalstar should be able to develop a monopoly if they are really fast and effective. Undercut Iridium to the extent that they don't launch another system. Then keep prices low enough to avoid tempting others in. See Tom here is a "monopoly" in the making. Buy shares now! If people really believed it would be a monopoly, then the shares should be $500! Or $1000. They don't believe it. They intuitively know that something else ALWAYS comes along. "PS Do you own Lor also? Are you convinced that G had better five year returns from here than Lor?" No, only own GSTRF and Qcom. Don't know what Loral will achieve. My brain is too small to handle more than a couple of stocks and 3D summer in NZ while curing cancer and running a life. Because we all have small brains, Qualcomm and Anita-TM will do well. Mostly we just want to gossip on the phone. But a bit of web surfing is good too. Watch web tv, radio. Send a few emails. Don't need the full MSFT firepower - giant softwares and enormous processors. Mqurice PS: Don't own a yacht! That is a friend's. Aki, my Japanese son [by way of staying with us for a year] took the pictures and put them in his web page. Mike D, that's how I know Japanese aren't all clones! Tarken, my real son, is part Japanese after a year in Japan.