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

To: Clarksterh who wrote (21479)	1/17/1999 7:51:00 PM
From: Sawtooth	Read Replies (2) \| Respond to of 152472

1/17 - 18:52 CELLULAR TELEPHONE GROUP, NIPPON IDO TSUSHIN CONSIDERING COMBO. 18:52 TWO WOULD HAVE MARKET SHARE OF 20 PERCENT, VS. 55 PERCENT FOR NTT. 18:52 JAPANESE MOBILE PHONE COMPANIES IN MERGER TALKS, PAPER SAYS. Not sure how the combined company would have smaller market share than NTT, alone. ???

To: Clarksterh who wrote (21479)	1/18/1999 12:03:00 AM
From: Maurice Winn	Read Replies (3) \| Respond to of 152472

Shooting engineers is fine as long as the connectors connect, the belt clips clip, the plastic housing doesn't crack, the o'rings are okay in the cold, Formula Shell doesn't INCREASE engine knock and the consequences of being wrong are less than the cost of further delay. Too often marketers, accountants and others go charging off half-cocked, bulldozing boring, pedantic, funny-hat wearing engineers out of the way. Then they have a post mortem with survivors "to find out what went wrong and make sure it never happens again" which is such a nauseating cliche now that it makes me feel sick and vicious towards those who use it. Taking a bit more time is almost never as serious as driving off the edge of the cliff when the nut behind the wheel turns out to be disconnected. On the other hand, "We need more money to do further research" makes me feel ill too! Words usually used when some half-baked, ill-conceived 'scientific research' reaches ambiguous and useless conclusions which people with some experience and thought could have told them with no extra 'research'. Market research being one of the guilty parties in this. I've seen heaps of market research, and done some [not designed it], and nearly all of it is near useless. Well, that's a nice little vent. Motorola networks [Qdog accused them of this] seem to have been installed for Primeco on a 'we'll get them installed then try to get them to pay for us to sort out the problems'. Now removed and replaced with Lucent. So far, QUALCOMM has done very well and the few problems haven't been too bad as far as I can tell, compared with the scale of development over 10 years. The infrastructure problems seem MUCH less than first blush suggested. The $100m missing for the quarter is certainly revenue, not profit on reading the full article. In fact it seems a good idea to tidy up the organisation and carry on until we find out whether they really are unable to operate effectively. There aren't too many cdmaOne infrastructure suppliers and margins are likely to be good when the problems are sorted out and the market develops some more. Okay, back to 70 cents profit and revenue back to predicted too. $80 by 31 Jan. While 10 years is a VERY long time in making money and getting a return on equipment, standards can get locked in so nobody can realistically move away from the standard, even if it is absurd. Think about Y2K problem. For a decade everyone could see that it wasn't good to be using 88 to represent 1988, but by then, they were locked into it and to change would cost a LOT of money and involve ditching perfectly functioning systems. [As much as any computer system can be said to be perfectly functioning]. Now everyone is whining like 747s, spending billions and doubtful about going in them. I'm pretty sure that Q! has got about the right chip rate at 3.68 and with cdmaOne background investments to protect, it is almost certainly the economic optimum. If L M Ericsson could show it was not, I'm sure there would be screeds of proof by now. NOTHING! In fact worse than nothing - Ericy doesn't seem to have a clue what it should be really. They don't even know about orthogonally concatenated Reed-Solomon convolutional microwave photonics versus Turbo coding as the latest hot stuff to maximize erlangs per bushell. They also want to use self-referential synchronisation instead of GPS. Talk about out of kilter. Thanks for explaining that chip rate will be variable in software radios as well as the other stuff. How about aerial length? Won't that be a problem with 820 MHz needing a long aerial and 4 GHz a short one? Mquarkce PS: Maybe somebody shot a Zenit engineer who was grizzling that with the light Globalstar payload, the rocket would zoom too far and radio contact might be dodgy way out over Siberia. Or maybe some dumb engineer with a silly hat wanted to undo the handrail rope, but the marketing executives told him to get his ugly mug off the screen and off the launch tower because he was making the television pictures look bad. I'd rather they stayed on the ground and made sure the guidance computer wouldn't switch itself off too soon - which is reported as being the actual problem.