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: Jim Lurgio who wrote (9091)	3/7/1998 10:15:00 AM
From: JMD	Read Replies (1) \| Respond to of 152472

Jim, courtesy of Shane Forbes on the SI LSI thread: techweb.com This is an important article and is 'kinda' bullish for the Q but a thorough reading suggests that Wireless '98 in Atlanta saw a powerful kick from the GSM crowd as suggested in the prior post that I bagged from Shane and posted over here (and that nobody has said diddily about). Note the comment from the guy that says the GSM boys may just bypass IS95 and go "directly" to 3rd gen without going through the intermittent state. I know, I know--we have all debated this till the cows come home (they can't do it, it's vaporware, it will have to be backward compatible, etc.). But this guy Shane (who has zero bias and doesn't own a share of stock in the Q or Ericy--he's only involved through LSI which makes ASICs for both CDMA and GSM) has brought up some damned important stuff, IMO. Let me just say that IF, and I say IF, the GSM crowd can do an end run around the Q, our investments would be worth zip in about one nanosecond. So I think we'd better stay very focused on this issue and I would appreciate comments on this link and the prior post. Thanks, Mike Doyle

To: Jim Lurgio who wrote (9091)	3/7/1998 10:53:00 AM
From: JMD	Read Replies (2) \| Respond to of 152472

Jim, courtesy of Shane Forbes on the SI LSI thread: techweb.com This is an important article and is 'kinda' bullish for the Q but a thorough reading suggests that Wireless '98 in Atlanta saw a powerful kick from the GSM crowd as suggested in the prior post that I bagged from Shane and posted over here (and that nobody has said diddily about). Note the comment from the guy that says the GSM boys may just bypass IS95 and go "directly" to 3rd gen without going through the intermittent state. I know, I know--we have all debated this till the cows come home (they can't do it, it's vaporware, it will have to be backward compatible, etc.). But this guy Shane (who has zero bias and doesn't own a share of stock in the Q or Ericy--he's only involved through LSI which makes ASICs for both CDMA and GSM) has brought up some damned important stuff, IMO. Let me just say that IF, and I say IF, the GSM crowd can do an end run around the Q, our investments would be worth zip in about one nanosecond. So I think we'd better stay very focused on this issue and I would appreciate comments on this link and the prior post. Thanks, Mike Doyle