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

To: brian h who wrote (9033)	3/5/1998 2:46:00 AM
From: Maurice Winn	Read Replies (2) \| Respond to of 152472

*Real information follows* BrianH, Intel not doing so hot because computer sales have peaked [well, sort of]. Intel has had its hayday [though still kicking]. Microsoft too [especially with Janet on the rantan]. They made big programs for mainframe PCs sitting on desks. There is a gap between their software and the wireless hardware possible in the next 5 years. So they have to somehow fill the gap with little software to fit little hardware. Bad luck for them, they are approaching as software writers instead of telecommunications engineers who happily also are very good at software. As qdog says, Microsoft just have to have dirty great processors and pipelines - no PureVoice for them and minimalisation. Now they are back to square one, whereas Qualcomm is streets ahead of them with Eudora, cdmaOne, Anita[TM], Globalstar, ASICs, brand image and all that jazz. Microsoft, like a slow, lumbering T-Rex turns its attention on the now not so small, hot-blooded, sharp-brained, fast-moving, Mighty Q. Oops, the Q does not cringe. Eeek, it has got ownership of the empowering IPR and might condescend to allow Microsoft to take part in the creation of the new reality. Microsoft has cash flow and quite a lot more to boot. While Microsoft has been vacuuming up top big- program programmers, Mighty Q has been entrancing the best engineers with the glistening future of cmdaOne. 20 000 people at Microsoft. 10 000 at Mighty Q. Average physicist/engineering/wireless/programming/marketing neuron-bushells per erlang at Qualcomm = 13.14159. At Microsoft only 8.14142! Cash flow forecasts. MSFT sales $13bn. Mighty Q $4bn and rising very fast. Net profit MSFT streets ahead as Q just getting started. MSFT maturing quickly after 18 years in the PC business. Qcom into year 2 of the much, much mammother photonic communications etherealisation creation. Bring them on! IBM too. IBM+Intel+Microsoft = Mighty Q Deep Blue beats Kasparov on a pea-sized board with simple rules. Let's duke it out on the big board. Bruce, those DSPs sound good. More grist to the mill. Brazil sounds like a big cdmaOne market in 1999. People dumping analog no doubt. Yippee! Mqurice PS: Hey, what's this compost heap? How does Intel affect Mighty Q? People are probably saving their money for a Q-phone, with no aerial, instead of buying yet another software crash. [Pssst, I mention IBM instead of Compaq coz those damn Compaq people might cause serious trouble and maybe they won't notice anything if nobody says anything. The Compaq founders were registered physicist types with big n-b's per erlang, who went away to make turbines/flywheels for cars. Hopefully that will keep them amused for a while.] For a couple of decades, Microsoft's slogan was "A computer on every desk". Now Bill G. says it is "A computer in every pocket". Quite a turnaround and a definite declaration of change of intent. And he wants it Webbed. Now that sounds dangerously like Anita [TM]. I'd better get my prototype finished soon. There sure are a lot of big bruisers wanting to play in Qualcomm's cdmaOne sandpit. There could be quite a squabble with how crowded it's getting.

To: brian h who wrote (9033)	3/5/1998 5:04:00 AM
From: qdog	Read Replies (1) \| Respond to of 152472

"You will be assimilated....." Bill Gates. I love it. Ooops, MSFT isn't interested in making something bandwidth efficient. They simply don't buy that theory. General Magic just got date raped by that evil monopolist. Ask Spyglass about that,. And WHO hammer Billion $ill yesterday..... Orin Hatch is a new target for Maurice to editorialize. Ah politic's make for strange bedfellows. Reno and Hatch, buddies for once. Watch out below, there goes Intel......splat!!!