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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?


To: George Gilder who wrote (780)10/29/1998 10:50:00 PM
From: Dave Dickerson  Read Replies (2) | Respond to of 5853
 
George-I need your help.I have heard a little bit about Bill Gates co.along with other cos. getting into a super internet by the year 2002, using new 96 satelites. Such a new set up would involve voice,video,data etc. transfers that would be operable in any part of the globe.
Please help me flesh this partial story out. Who are the key players?where are the links for me to go for more in-depth research?which companies will be in this action? what do you think of this whole scenario? how can one play this idea from the investment side.
Thanks for any help you or others on this string can shed on this topic.
DAVE DICKERSON (from the Tellab's string)



To: George Gilder who wrote (780)11/17/1998 12:44:00 PM
From: sag  Read Replies (1) | Respond to of 5853
 
George Gilder reference your reply #780. I believe I have a very good understanding of QCOM's point of view with regard to 3G and IPRs. I have been a shareholder for six years and a GTR subscriber for two, so I also have a good understanding of your thoughts as well. Where I do get confused though is with your response " Both sides will have to deal". If QCOM is holding all the cards(IPR) what, other than pricing is their to "deal"? What I'm I missing?