Qcom-oldtimers and veterans without spam board

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To: marginmike who wrote (2)	4/6/1999 12:22:00 AM
From: Jon Koplik	of 27

Should we re-name this thread " .... and without any substance" ? (Sorry, couldn't resist). Jon.

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To: Jon Koplik who wrote (7)	4/6/1999 6:26:00 AM
From: TShirtPrinter	of 27

Since I qualify as an oldtimer with the Q, I can't help but think back as my hands finally recover from the white knuckles days. A year ago I decided after all the predictable ups & downs to trade 20% of my Q position and made $. Mostly I did it to keep from going crazy waiting for this day to come. In order to hedge a miss, I always kept a pocketfull of calls a couple of months out. I feel like I know the oldtimers because we held on when it was very dark. Thanks again to all. Our family is bigger now. We'll adjust. Tony PS ( which I use to honor Clark ) Every 10 pts equals my past annual earnings. The wait has been well worth it

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To: TShirtPrinter who wrote (8)	4/6/1999 6:59:00 AM
From: Jon Koplik	of 27

I won't tell you what every $10 does for us. (But, we are not complaining). (And, it will be real interesting when we finally have a big down day). (Uh-oh, George Gotch alert !). Jon.

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To: Jon Koplik who wrote (6)	4/6/1999 8:38:00 AM
From: marginmike	of 27

I cant take all the noise on the other thread!

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To: TShirtPrinter who wrote (8)	4/6/1999 8:54:00 AM
From: marginmike	of 27

I still think there are lots of issues to discus? Id like to get back to business!

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To: marginmike who wrote (11)	4/6/1999 10:55:00 AM
From: John Stichnoth	of 27

OK--Back to business. This appeared this am. What impact on the Q? MCI WorldCom, Nextel in Talks Wired News Report 7:30 a.m. 6.Apr.99.PDT MCI WorldCom, the telecom giant without a wireless presence, is in talks to fill the gap with the purchase of Nextel Communications, sources said on Tuesday. Nextel is the last of the independent national wireless phone companies, and has been seen as a ripe takeover target for more than a year. Speculation intensified in January when rival AirTouch Communications received acquisition offers from two suitors and agreed to be acquired by Britain's Vodafone Group. The talks were described as "very preliminary," and the chances of reaching an agreement were put at no better than 50 percent. Shares of Nextel (NXTL) have gained nearly 68 percent since the beginning of the year. Nextel's shares traded at $41.375, up $1.75, in pre-market trading on Tuesday, while shares of MCI WorldCom (WCOM) fell $1 to $91.50 in pre-market trading, traders said. Among the factors that could prevent a deal, according to sources: price, Nextel's substantial debt load, and MCI WorldCom chief Bernie Ebbers' aversion to acquisitions that dampen the company's earnings. BTW: Mike, nice thought on the new thread. I'd stopped reading the old one. Couldn't take the volume. Best, JS

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To: John Stichnoth who wrote (12)	4/6/1999 12:32:00 PM
From: mmeggs	of 27

John, all: (I hope I am an old-timer -- been in Q much longer than I've been on SI) I think it depends on the possibility of a 3g overlay onto NXTL's system. My own feeling is that WCOM will pay so much for NXTL, but above a certain price they will choose to build their own spanking new system. WCOM is very focused on data, and IMHO would be unlikely to not have a plan for wireless data up their sleeve. Either way it would be good for Q b/c of the royalties -- whatever they do will eventually involve CDMA. mmeggs

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To: mmeggs who wrote (13)	4/6/1999 1:33:00 PM
From: Mr. Sunshine	of 27

To all, I bought my first QCOM in January 96 for 39 7/8 -- that should qualify me as an oldtimer. Can we change the title of this thread to include a definition of "old-timer"? e.g. "QCOM veterans/holders B.E. (Before Ericsson)". Maybe what is needed is a "QCOM for Engineers" thread since I perceive the quality of the engineering analysis to have been one of the primary strengths of the QCOM SI community before all of these "It's up, therefore I must buy it" posters came aboard. Regarding the WCOM buyout of NXTL, what will it involve for them to switch to CDMA? Will that affect the walkie-talkie feature that is their main competitive advantage? QCOM Veterans Rule!!! Steve

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To: Mr. Sunshine who wrote (14)	4/6/1999 3:43:00 PM
From: marginmike	of 27

Were getting are selling pressure. I wonder where the support will be?

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To: Mr. Sunshine who wrote (14)	4/6/1999 4:00:00 PM
From: idler	of 27

I don't know who qualifies as a "veteran" or "old-timer" but I wasn't aware threads on SI can be "restricted" to certain categories of members. And then you are shutting out newcomers who may well have valuable contributions to make. I submit that, after a period of effervescence following Q's big recent move, those who are not genuinely interested in Q as an investment will probably leave the "main" thread of their own accord.

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