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To: limtex who wrote (18816)	11/26/1998 7:17:00 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 152472

In the annual 10K report from QUALCOMM, they mention that there might be substantial rework etc. It seems that the Q-Phone plastic cracking and other production problems might be quite substantial. They were giving a little warning of that it seemed. sec.yahoo.com --------------------------------------------------------------- Manufacturing of CDMA Products The manufacture of wireless communications products is a complex and precise process involving specialized manufacturing and testing equipment and processes. Demand for, and our revenues from, CDMA wireless communications infrastructure and subscriber products increased substantially during fiscal 1998. Our manufacturing capacity is a critical element in meeting this demand. We cannot assure you that we will be able to effectively meet customer demand in a timely manner. Factors that could materially and adversely affect our ability to meet production demand include defects or impurities in the components or materials used, delays in the delivery of such components or materials, or equipment failures or other difficulties. We may experience component failures or defects which could require significant product recalls, reworks and/or repairs which are not covered by warranty reserves and which could consume a substantial portion of our manufacturing capacity. ----------------------------------------------------- *OT* Ah mes amis. Bonjour sur "Merci-donnez Yanqui". Comment ca va? Je suis tres bien merci. Ma mere, Blanche Bongard and mere grande Louise Laurent, mort de 1984 et 1962 est Francais. Cornimont est tres jolie . Aussi Le Lavendou et Paris. Of course the bloody Terrorist Frogmen of Mitterand conducted an attack just 10 km from where I sit, killing a photographer, bombing a civilian boat in Auckland Harbour. As you say, cowardly schoolyard bully. Like L M Ericsson's uncivilized actions, it will cost them much more than they gain. Imagine claiming in court that they have patents in CDMA when it is obvious that their intent is to delay cdmaOne as much as possible. That is uncivilized, though perhaps legal. QUALCOMM has a counter suit saying L M Ericsson were unfairly anticompetitive and used illegal activities to slow cdmaOne. On oil, it is interesting that Dubai traded is now dearer than Brent futures. That is the reverse of normal and suggests to me continuing price drops likely. I suppose the North Sea people are pumping like mad and to hell with OPEC. OPEC will one day figure out that assets have a net present value and they are NEVER going to use all their oil and the value of it will remain low. $10 now is better than $11 in 10 years time for the same oil, so they better get pumping. Production cost for a new field of oil in Saudi Arabia is less than $1 per barrel. So they are dreaming if they think they are going to get more money. As Russia stabilizes in years to come and they get production going, that will be more pressure on price. Priced in Yen, oil has never ever been cheaper. You people waiting for Japan to lie down and die can forget it. They have a banking hiccough, which they will print their way out of. It is just a rejuggling of who owns what. The dodgy investments have come home to roost and things will now tidy up, same as the S&L mess in the USA. Same as the speculative boom in NZ in the mid 1980s. Cheap oil remains the world's lifeblood. It is weird to see worried comments in financial papers that oil prices are dropping. Bad luck for the producers but great for the rest of us. It's like worrying that air is getting cheap. Or ocean water is being commoditized. Great. The cheaper oil is the better I'll like it. It means the world economy will hum along just fine, gaining ground as technology achieves more and more with less and less. Look how much the Hong Kong government made on the stock market. Umpty billions by buying many billions of $$ in stock right at the Hong Kong low. They didn't cave on The Peg and made about double their money. I guess the Hong Kong stock sellers didn't know about "Don't bet against the Fed" or maybe they were forced margin sellers. All you Little Chickens better watch out on Thanksgiving. I heard turkey is tough and tasteless. Little Chickens are much more yummy. Bon Jour a tout mes amis, Bon chance, Mqurice PS: Just for those interested, and I'm not trying to continue the KAL 007/Vincennes discussion, here is "how to fly a 747" by a 747 Captain. Sleeping at the wheel, getting lost, deliberate shortcuts don't explain KAL007 being off course. ---------------------------------------------------------- Absolutely impossible to enter and use wrong waypoints. All operators use the same system. One pilot enters the waypoint coordinates (Lat and Long) from the flight plan on one of the systems with auto transfer of the data to the two other systems. As he does so he checks that they correctly transfer to the two other sytems by observing the display on each. The systems hold only nine waypoints. After entry is complete the other pilot checks that each INS displays the correct bearing and distance between waypoints as shown for the route number being flown. This comes from a second data scource, not the flight plan. Finally before departure each waypoint is checked against the waypoint coordinates shown on a chart. Most (maybe all) operators use Jeppeson charts. This same procedure is used as more waypoints are loaded as the flight progresses. As a waypoint is approached (1.8 mins before arrival at it) a light comes on to warn of waypoint passage. At this time (or perhaps a few mins before) the flying pilot checks that the next waypoint coordinates as displayed on the INS are the same as shown on the Jepp chart and advises the non-flying pilot "Waypoint (number) checked OK". At waypoint passage the non-flying pilot presses a button on the INS which freezes the present position display. He then checks that distance to the next waypoint, as displayed on the INS, is the same as shown on the flight plan. He then checks that the frozen diplayed position is the same as that shown on the Jepp chart. This is slightly simplified as the flight engineer is also watching and keepng an eye on things on the number three INS ( which is toward the rear of the central consul. and easily accessable to him there. Obviously placed there for that reason. The B747 (and all Boeings) is very well designed. I have the best book on the incident, called "Shootdown". Also, as far as navigation goes; all operators fly with weather radar on at all times. The B747 has two radars. They always work. Land shows up easily at 150 miles (or more). Nobody could mistake Kamchatka penisula for just another patch of Pacific Ocean. Conclusion; they knew where they were. The Great Circle theory. Simply rubbish. The saving is about 200km. Fuel saving is about the same as the extra burn due to the extra 10 tons loaded by the captain. ----------------------------------------------------------------

To: limtex who wrote (18816)	11/27/1998 8:53:00 AM
From: Rajala	Read Replies (3) \| Respond to of 152472

>To understand their strategy just think how a cowardly schoolyard >bully would behave then you will begin to understand their tactics. >They will get at us through one of our vital interests or friends >around the world and they will attack that friend or interest >knowing that we cannot defend it for some relevant ambiant and >current poitical reason. in that wway they will show the US as >being impotent. Wheee! I've heard of rabid anti-communists, but rabid anti-French? It is all terrible, of course, them French sniping the friends of the US, one by one. Sinister stuff, really. What has caused all these negative sentiments? Let's remember that they produce the best wine, best food, best parfumes, world's fastest trains, fastest passenger planes, best racing engines (well, used to until pulled out of F1), best fashion, their culture is surpassed by none and they have the most beautiful cities, and most importantly, women (OK, so Alcatel sucks). So they work 35 hours tops, can't get fired, have 5 week vacations and spend their time on street cafés drinking wine and chatting up smartly dressed chicks? Is this what you guys call stupid? - rajala