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

To: Ramus who wrote (20574)	12/30/1998 12:34:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 152472

All, My take on All The Tech Celebraties coming out of the woodwork lately is A Deal Has Been Reached. Like politicians, they want to be Visible during good times and Major Announcements. Go Q, Michael

To: Ramus who wrote (20574)	12/30/1998 2:01:00 PM
From: bananawind	Read Replies (1) \| Respond to of 152472

Thanks Walt, maybe someone from the company will be able to pin it down a little more specifically. But AMEN to your reminder of who we are dealing with. If anyone doubts that part, just go to one of the search engines and check out the references that viterbi produces. Here's one that is pretty cool. [Don't forget to hit the buttons to run the applet] lcmwww.epfl.ch Regards, Jim

To: Ramus who wrote (20574)	12/30/1998 2:06:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

Walt, if I knew about orthogonal two stick bathtub theory for real instead of just playing at stringing polysyllabic convoluted words together and was wanting to be involved in the creation of technology surrounding that knowledge, I'd want to have the office next door to Andrew Viterbi. Why does Q! have the edge on ASICs and a lot more besides? Prospective professional golfers try to play golf with Tiger Woods rather than Maurice Winn. Artists go to the Louvre and hang out up on the hill at Mont Martre or wherever it is. Young teenagers pack out Spice Girls shows. Moslems kneel in the direction of Mecca. Algorithm wielding mathematicians and electronic engineers head for San Diego, Q! and the office next to Andrew Viterbi. I stood in the lift [elevator] with him once to travel one floor and even sat in the same room once at the AGM, but my orthogonality didn't significantly improve, so the effect isn't guaranteed to work. Only when the group of people at the nucleus grows unmanageably large does a U238 type instability arise and the overly large and unstable nucleus spins off subsets of expertise, the whole thing acting like a breeder nuclear reactor, pouring out trillions of watts of energy. That's my theory on why Q! is gaining ground. If you were an ace electronic engineer interested in CDMA, would you like to go and live in Sweden and try to persuade lying marketing boss types that CDMA is good when they are denigrating it? Casting one's pearls before swine is not thrilling. Especially given the price of hogs lately. Living in slime with hagfish at the bottom of the ocean isn't a patch on living in sunny San Diego and rubbing elbows with Andrew Viterbi who will be recorded in history ahead of Alexander Bell. They are building the Wireless Web! That is replacing brains much more effectively than the industrial revolution replaced brawn. This is very, very big time. The accumulation of expertise at Q! is synergistic, synchronistic and accelerates, like accretion into a black hole [though a black hole sounds like a bad thing whereas it is really just a focal point of energy - the universe IS a black hole and it's okay on a nice day]. Q! pays well too, which doesn't hurt. On Q! stock price and how Tero was right about Nokia; you can flip a coin and be right, or even 10 times in a row, even if you have no idea about stocks. I would like to see Q! stock price high, but it doesn't matter. It only matters if I'm wanting to sell my shares and I'd only sell them if somebody valued them higher than I do. I'm perfectly happy to sell a billion of pdQ and descendants and bank the profit. If there is a stock market crash as some predict, and as we've seen this year, market panics can come on like an epileptic fit, then safety stocks become relatively attractive and drop less. Safety stocks are fundamentally sound, earning good money, on low P:E, with good long term prospects and recession proof. As shown in Korea this year, cellphones are recession proof. On feeling really clever on this thread - I'm here for fun and profit. To understand from people like Walt, Gregg, George, Marginmike, Tero, Mika, Rajala, Raymond, Chuckj, Mardy, Jim Lurgio and all the rest what on earth is going on out there. To hear from New York shops on what is selling and how flat the batteries go. How much the pigs cost and about health care clinics [Renby Cage]. All the stuff. I can click past anything uninteresting in a second. That way I can figure out whether Q! is really a good investment or a fantasy land. Smug 'this is the best thread on SI' makes me feel queasy, even if it was true. How would one measure such a thing anyway? Smugness is only a step away from losing money. Several years ago, I thought that Qualcomm's demise would come from hubris in a decade, two or three when the founding core had long since gone and the second or third generation staff had the smug satisfaction of being the centre of the Wireless World. But that focal core creating the WWeb black hole would have dissipated and the energy would reverse, splattering the material back out into space to be reconsituted in another form. Mqurice *Off topic* PS: Now I'm going to the funeral of the only blood aunt I ever had. My father's sister. Age 93. It's New Year's eve here today. A couple of nights ago I phoned home from my Toyota Camry on my new Alcatel GSM phone to be told that she had died after heart failure which started on Xmas Day. The Skytower lights were looking great and I wanted to make sure that our little lights on the house and tree were on so that I could enjoy them. Our daughter Emily was staying there with a couple of friends - a prize for something or other. The skytower is an Eiffel Tower high telecommunications tower, lookout, restaurant, casino complex and hotels. It's illuminated with colour, flashing lights and looks amazing over Xmas against the night sky. I had been playing The Power of Love by Celine Dion on the amazing CD player Toyota provided. So I put on the 1812 Overture and went for a cruise around the village. What the heck, I also played Capriccio Italien. [You need the right versions of these things]. The accumulated amazing splendour of what people have achieved can make me cry. Hooray for Andrew Viterbi, Tchaikovsky, Toyota, Celine, Philips Electronics [who made CDs], the Gas Station Attendants, and my aunt Lucie. Then I went home. Especially to all the people who won't see the end of 1999, thanks in advance [as they say on the Web] for the contribution you've made to the black hole we live in. [PS: please don't block the thread with personal stuff replies!! I hope what I wrote is general enough to be interesting and help you with your investments.]