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


To: Clarksterh who wrote (18038)11/9/1998 5:15:00 PM
From: gdichaz  Read Replies (1) | Respond to of 152472
 
To Clark: Even though you are replying to my note (hey, that's a joke, no?), I will not comment that you have the paragraphs and white space that my friend from the north would approve of. Rather I will say that your primary point is refreshing on this board. You are right, so far the "purpose" of the JV has had little comment. And I found your example illuminating. Hope intelligent comments follow. Chaz PS Perhaps posters are waiting for the MSFT / Q presentation tomorrow before discussing "purpose" , since ain't clear to me yet, for example, what the scope and purpose will be



To: Clarksterh who wrote (18038)11/9/1998 5:25:00 PM
From: Maurice Winn  Respond to of 152472
 
Yes, I have some comments! For a start, the speling is 'ubiquitous' and 'hiccough'. Secondly, if they made the pad out of decent plastic, it wouldn't break just because it gets a bit of physical treatment. Thirdly, I wish they'd get on with it because I'd rather be doing this joint report from Piha instead of this clunky old mainframe via an expensive monopoly Telecom wired system.

This is all so exciting I can hardly believe it's real. There is Antitrust Prosecutor Hate Microsoft King, Joel Klein, Charlene Barshevsky, the politicians Uncle Tom Cobbly and all listening to Irwin Jacobs explain how important all this arcane cdmaOne and cdma2000 is to the USA and the world.

Telling them not to be sucked in by the VW-40 con and to stand by to defend USA industry against the nefarious collectivist trade restrictive Europeans. Explaining how The Q! will use Microsoft's money and software, not to create another monopoly, because they have already licensed heaps of competitors, but to open up a huge new world of wireless communications.

Meanwhile, there is no credit squeeze although there continues to be whining about banks refusing to lend. If there was, interest rates would be going up, not down. The only credit squeeze is on uncreditworthy, rotten, Japanese banks, USA hedge funds and others who were overborrowed, should be wound up and sold out to people who can manage money better. If one bank won't lend, go to another. If you really need to borrow, come to me, I'll lend to creditworthy people at an extorquerationatedly usurious rate of interest.

Also, it's quite exciting to know it's Jason, not Marginmike. Your secret is out Mike!

There's no reason to worry about Microsoft. They can't confiscate intellectual property. It isn't like Netscape, which can have Explorer come crunching in over the top. Or other software, which Microsoft can simply pour a billion $$s into and compete with - frightening off the competitors before the proposed software by MSFT has even hit the drawing boards.

The purpose of the joint venture. Combine The Q!'s "We're building the wireless world" and Bill Gates', "A computer on every desk and in every home". Now revamped to "...and every hand". Clark has got it about right. With hot stuff, MSM3000 and descendant powerful processors, present cdmaOne costs of $0.002 per minute and cdma2000 long run marginal costs of 5 cents per minute, there is a LOT of scope for wireless information, pictures and sound.

This is a Winn-Win-Win situation. The best!

The fun is just beginning.

Mqurice

PS: It seems such a short time from when QUALCOMM was a little company down in the Sorrento Valley with some hopes of CDMA in mobile with a couple of hundred employees to being front and centre on the world's stage, with Microsoft really keen to get in, with the USA government backing them up, with licences signed with nearly everyone, with MSM3000 powered tiny, amazing handsets just around the corner and cute little ones already on sale in Japan. Globalstar becoming a reality. GSM on the run with L M Ericsson and Nokia trying to find a way in to cdma2000.

Just amazing. Congratulations to the people at QUALCOMM.



To: Clarksterh who wrote (18038)11/9/1998 5:42:00 PM
From: waitwatchwander  Read Replies (2) | Respond to of 152472
 
Astute, oozy, pithy and hirsute.

Has anyone considered buying IBM? The real question is how quickly will it take for the necessary masses of programmers to get on board. Everyone and their uncle is working on document and knowledge endeavours. Are you saying that the Q holds the key?

Not Jason.

Psst I'm shocked.