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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: DaveMG who wrote (1099)	4/5/1999 11:41:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Great post, Dave; thanks for sharing the fruits of your extensive dd. From your comment that Any iteration of CDMA whether it be CDMAone,WCDMA, CDMA2000 uses essential QCOM IPR can I presume that royalties will becoming qcom's way no matter which of those technologies is used? Frank

To: DaveMG who wrote (1099)	4/6/1999 12:10:00 AM
From: Bahama	Read Replies (2) \| Respond to of 54805

Thank You DaveMG for the info. Going back and re-reading an entire thread is a daunting task, although no doubt worthwhile. Sure wish there was a better way to do this. Might be nice if people could vote on the significance of posts so that as you're trying to scan, the 80% or so (sometimes more) of posts with no real significance (like "what's the stock gonna do tomorrow) would rank low so you don't have to bother opening them. If it were all instantaneous, it might not be so bad, but sometimes there's a long wait to open posts (and I have a cable modem), and when there are thousands to go thru..... Another problem I've run into is expired links (and most of them seem to be thru Pathfinder for some reason). Sometimes many posts are based on the once-visible contents of that link, so you lose much of the flavor of the discussion. Is there a way to dump the entire contents (all posts) of a thread to a file? Also, which of the 4 QCOM-related threads would you recommend (or not recommend)? Thanks

To: DaveMG who wrote (1099)	4/6/1999 12:51:00 AM
From: Mike Buckley	Respond to of 54805

Dave, Thanks for the great post. In addition to all of your cautiousness about the Q, I would like to add that standards bodies NEVER act as quickly as we think they well. I learned that lesson painfully when I began following the DSL issues. On the other hand, ... Since you guys seem to be jumping on the Q bandwagon with abandon Well, since you didn't say it is reckless abandon I won't take any offense at your comment. :) Some of us have done exhaustive research, given up major parts of our recent disposable time and responded with great care to the basic understanding that investing in enabling technologies is by far the most risky of the gorilla-game strategies. That's why some of us, at least in my case, waited until now to invest in the Q as a potentially risk-reducing measure. Now that I've taken on that risk, I will put my head on the pillow every night, using those last waking moments to read one sentence on page 161: The amount of wealth generated by an enabling-technology tornado that creates a true gorilla dwarfs any other investment returns on the planet. Understanding that, I can live with the current risk/reward scenario as I see it. --Mike Buckley

To: DaveMG who wrote (1099)	4/6/1999 10:16:00 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Dave: You have provided, IMO, an excellent analyses the status of the evolution to Third Generation Wireless (3G) and issues attendant to as they relate to CDMA and Qualcomm. Thanks for taking the time to compose the post. It is valuable for "newbies" but also for those have been following 3G closely for some time. 3G can be darned confusing. As you say: <the ultimate parameters for "the standard" or "family of standards" are yet to be determined.> You also provided a good roadmap to start digging into the Qualcomm thread with its 26,000 some posts. While I did not invest in QCOM till January and start posting to the QCOM thread till March, I've had the thread bookmarked since I subscribed SI in 97 so I've been able to read the majority of posts, but in little chunks, but it would be a daunting task to start fresh. It is IMO, one of the best threads on SI. The CDMA Development Group (CDG) thread is a good resource as you pointed out and so is the Qualcomm 3G "whitepaper" you linked. There is one additional link that anyone really wanting to dig deep on 3G might want to reference: gsmworld.com There are about 25 Word documents here, that outline the thinking of the Third Generation Interest Group (3GIG) of the GSM MoU that was formed in early 1996. They are updated from time to time. The next revision should be very interesting since the QCOM/ERICY deal was recently struck and, IMO, could have some impact on the way they are revised. Obviously, not every QCOM investor is going to dig real deep into 3G, but for those who want to, you have provided good guidance. - Eric -