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

To: Ron M who wrote (30220)	5/18/1999 7:28:00 AM
From: Jon Koplik	Read Replies (1) \| Respond to of 152472

Sprint PCS guy on CNBC right now. Jon. eom.

To: Ron M who wrote (30220)	5/18/1999 6:23:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

Eudora "...Jacobs, who says selling Linkabit was 'not the right experience,' vows he's got plenty left to do here, including using his Web browser unit, Eudora, to pave the way to a wireless 'network' computer-in-phone." Hay, forget about Quentin Hardy and WSJ everyone. Look what just slips past unremarked. Eudora is going to be very, very, very big. Irwin is looking for the next game. The CDMA game was won long ago. It just needed to be nursed through the Ericy deal. While it isn't on autopilot, Irwin doesn't want to spend the next years counting boring stacks of cash. He and the Q! gang are going to get Eudora up and running. Forget email. That's just a part of the package. Think money movement. Right now, I am trying to get some money sent from Jack White & Co in San Diego, which was bought by Waterhouse Securities Incorporated. These people are living in the stone age. They no longer 'wire' money overseas. They cut down a tree, grind it into pulp, turn it into paper, catch some squid for ink, hire some scribes who write on it "Pay Maurice Winn a bunch of shekels" and post it off. That was in April. I'm told the piece of paper will have traversed the oceans enough times by 23 May, to be considered a payment and my account here will be credited with the money. It will have passed through many hands to a final resolution of the drama. The cost is huge. For a month, the money ceases to exist, though in reality, my account at Jack White is debited from day one and I start paying interest. Since they have't been debited, they score some big profits until the paper chase ends up with their account getting a debit. Who has got the money in the meantime before I get hold of it? Imagine super encrypted email from Irwin and Eudora with money as the message. An account could be instantly debited and another credited about 4 seconds later, guaranteed, secured. My happiness would increase dramatically. The banks would NOT like it. The Fed would have to shrink the money supply dramatically because the speed of money movement would hugely reduce the amount of money needed in circulation. This is BIG! It is also conjecture. Maybe Irwin just likes his email. I doubt that. He likes FUN and lots of it. Q! is having a very, very good quarter again, we can be sure of that, despite the Korean subsidy stuff, WSJ, whether the royalties were assigned to the right quarter and all the bits and pieces. People on the street are buying dirty great trucks full of handsets with cdmaOne in them. Q! is making a big pile of money. Meanwhile, it's Paul Krugman time again. I guess it's traditional for this time of year. Oil is tracking back down, so maybe the pressure will be off for a really decent Dow dive to 8099 by 21 June. I'm not betting on that though. The economists have started to catch up with the news and are now talking about inflation, interest rates going up, overheating and all that stuff. When the Dow takes a dive, they'll breathe a sigh of relief and won't need to pull the interest rate trigger. Wealth effect spending will take a dive. Airline bookings will dwindle. Fuel consumption reduce. Refinery production will drop. The crude oil will back up the pipeline and Saudi Arabia will be left staring at a greatly reduced flow and still not enough money going into the till to cover their costs. They'll sweat it out over summer, make no headway over winter and they'll cut the price and start pumping again to increase their share of oil sales and get some cashflow so they can buy some decent cellphones [Globalstar ones]. Meanwhile, the Dow will bump along the bottom going into Y2K which will be a fizzer [I know this is repeating previous rants] and by 6 Feb we'll be back up over 10,000, heading for 16,000 Feb 2002. Is anyone as excited as I am about Eudora prospects? Mqurice