SI
SI
discoversearch

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: Ramsey Su who wrote (12198)7/10/1998 3:11:00 PM
From: Maurice Winn  Read Replies (1) | Respond to of 152472
 
Well, your suggestion isn't silly. My neighbor was Telecom's International Sales Manager and he reckoned that the money would go to the collectors of the calls = those who deal directly with the customer at the end of the line. Being the pipeline carrier would be high volume, low margin, commodity business.

Q.com is sitting right in the box seat. They sell the gadget and the air interface and the software and the ASIC the software runs on and the satellites and the infrastructure which the customers hooks up to. Q.com is the unacknowledged link to the Web - the main Webworld company. Yahoo! only provides an easy path for consciousness to flow - easily replaced with something much better. Our attention will flow to the realities surrounding us - games on the Web are fun, but we remain 3D buckets of wet chemistry and the Web must link most closely to our material world needs. Q.com will achieve that, by being right there with us.

You and Gregg refighting your real estate speculator wars, plus those worried about a repeat of 1929 are looking backwards. There might be similarities, but those who learn from history are condemned to repeat it - they think that is what the future will look like. They even try to stop the future happening so that what they know remains relevant.

Check out the Polish Cavalry versus the Blitzkrieg for future meets past.

Meanwhile, volume way down on a slight Q.com price drop today as a few people tried to take profits - but now tracking back up under pressure. 1000 shares here, a few thousand there. Don't know what happened to the news item I thought would be out now. I guess it will be out tomorrow. Haven't had one since yesterday.

Looks as though today will be a low volume day, with price pressure building. Closing only a bit higher than yesterday's close = $56 15/16.

Not long until quarterly results.

Mqurice
$80 31 July - Double your money back guarantee.

PS: Jeff - no sherry allowed before the weekend!



To: Ramsey Su who wrote (12198)7/12/1998 1:22:00 AM
From: DaveMG  Read Replies (2) | Respond to of 152472
 
Ramsey,

There's a very pessimistic Asia article in Fortune July 20 issue. Maybe you've seen it already? Not painting a pretty picture.

dave