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To: Maurice Winn who wrote (1203)12/5/1998 4:53:00 PM
From: gdichaz  Read Replies (1) | Respond to of 34857
 
To Mqurice: Yep. My compliments. Spelling ain't my strong suit. :-) Chaz



To: Maurice Winn who wrote (1203)12/6/1998 1:00:00 PM
From: Dave  Read Replies (1) | Respond to of 34857
 
Maurice:

You mean you aren't going to respond to this comment:

As the analogue base stations are replaced with cdmaOne, Q! will make a lot of money from infrastructure sales and royalties from other infrastructure suppliers.

Tero has shown a study where TDMA is growing faster than CDMA, and you agreed. Now, why on earth will a provider replace their Analogue Base Stations with CDMAone when it is clearly apparent that TDMA is growing faster?


dave




To: Maurice Winn who wrote (1203)12/7/1998 9:35:00 AM
From: tero kuittinen  Read Replies (3) | Respond to of 34857
 
It's going to be much more hazardous to invest in biotech, Maurice... those products are often billion dollars or bust - type bets for the companies involved. But I'm sure the growth there is going to be spectacular. The old money pharmaceutical companies are already so richly valued that it's probably best to find a half a dozen small start-ups and hope one of them hits the jackpot.

I'm really interested in some companies working in angiogenesis inhibition right now - the best way to manage cancer may be to strangle the tumors' blood supply by cutting off creation of new blood vessels. Entremed is apparently curing cancer in mice without breaking a sweat... but how well they can produce the large proteins doing the trick on an industrial scale and whether human trials work out is a complete mystery. Their stock has already see-sawed from 20 to 80 to 20, so it's definitely not for the faint of heart. Don't have the guts to make the leap yet... maybe when the mobile tech starts running out of steam.

Tero