Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: marginmike who wrote (26235)	4/6/1999 9:53:00 AM
From: Sawtooth	Respond to of 152472

<<What if Q ends up like AOL and Yahoo and keeps going at a parobolic rate?>> Great, right? But no stock goes up at this pace forever. <<Maybee if Jon and Maurice get into a money supply debate...>> LOL!!! That would have a result similar to opening a canister of tear gas at a picnic! Things will smooth out, it just takes time. Best.

To: marginmike who wrote (26235)	4/6/1999 9:54:00 AM
From: 2brasil	Read Replies (2) \| Respond to of 152472

$150 + and staying I don't understand all this talk about pullbacks ride this baby and use stop losses qcom $210 JULY 99

To: marginmike who wrote (26235)	4/6/1999 9:56:00 AM
From: Jeff Vayda	Read Replies (4) \| Respond to of 152472

Okay here is a new discussion line: In the latest CC Jacobs mentioned under new business opportunities; digital cinema. Satellite download of movies directly to the cinemas. From our previous efforts we came up with a savings of something on the order of 100K per major film release for the studios. (General order of magnitude wag here - distribution costs and piracy savings) The end line cinemas save on the manpower and time to market and to a lesser extent, the transportation costs (Would those cost savings be large enough to be passed on to the consumer? I dont think so especially given the price trends of the past several years) and, the cinemas have to spring for a much more expensive projection system (or lease one, whatever) so the bottom line returns are less. Here is the rub, say there are 50 (?) 'major' films released each year and there a 10K (?) cinemas. Is that a level of business to grow Q's bottom line? I dont think so. However, take that a step further and dream up a compression scheme to get video to more end users, say a handheld device, such as a pdq..... The level of business would expand in a 'cubic' manner from there. Certainly enough to drop a couple of dollars to the bottom line. Jeff Vayda