Silicon Investor - CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!

[waitwatchwander] LG Electronics CEO Cho gifts first Korean-made radio to Qualcomm CEO to mark par...

waitwatchwander — 7/22/2025 5:26:55 PM

LG Electronics CEO Cho gifts first Korean-made radio to Qualcomm CEO to mark partnership | Yonhap News Agency

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[Maurice Winn] Meanwhile, Nvidia, Microsoft, Apple are each at $3.33 trillion = $10 trillion...

Maurice Winn — 6/18/2024 2:03:29 AM

Meanwhile, Nvidia, Microsoft, Apple are each at $3.33 trillion = $10 trillion total.

Mq you were right last century that QUALCOMM could have been valued at $10 trillion if they did it right = Globalstar as Wacky Wireless, Eudora as the gateway to Cyberspace, Cyberphones such as pdQ, Anita (tm), Earcell (tm), service provider, infrastructure, with It aka AI providing extra-somatic intelligence.

And here we are. The good news is that if somebody defaults on opportunities, there are millions of others willing to get stuck in and make it happen.

But as a shareholder hoping the management do it right, it's very disappointing when they don't. Letting the crown jewels slip through their fingers.

But at least Qualcomm is getting a bit of the action with It-capable Snapdragon chips powering Lenovo laptops loaded with Microsoft co pilot AI. So Qcom has doubled.

Mqurice

[Maurice Winn] That went badly Mq. Joining with people who mess things up is a bad move. You ...

Maurice Winn — 6/13/2024 5:40:45 PM

That went badly Mq. Joining with people who mess things up is a bad move. You should have just stayed with Qualcomm, though your intentions were laudatory. Nutrition for infants, children and adults is still shockingly bad with horrific consequences.

Just one example = vitamin D in most people is far too low leading to defective immune systems and growth defects.

Meanwhile, today Lenovo in The new Zealand Herald is being advertised by Harvey Norman.

My excitement is because 35 years after first thinking of Fourier in chips to make spectrum efficient to enable Cyberspace, and 37 years after meeting Karl Michel our neighbour in Antwerp who is a solid state physicist who told me about his friend who was developing optical fibre, Lenovo which is run by a very admirable man is selling laptops using Qualcomm's Snapdragon which is running AI aka It.

We're finally there. Quarter of a century ago, extrasomatic intelligence was becoming possible at the edge and in the cloud. That's not long compared with how long it took the wet chemistry biological realm to develop enough to do it. Half a century or maybe a century is not long compared with a billion years.

Heck, even if we go back to the invention of iron, copper, magnetism, electron flows, wheels and stone hammers is only a few thousand years.

But the process is exponentially parabolic to asymptotic hyperbole. So while figuring out how to smelt iron, make steam engines and invent thermodynamics was a slow process taking thousands of years and the industrial revolution took 100 years, since relativity theory got going we're now in supersonic development speed. Powered by 7 billion people.

The sky's the limit.

With Snapdragon, Lenovo, Grok and the other Its, 7 billion people, millions of whom have powerful brains, the process has gone critical (in the sense of sufficient uranium going critical in nuclear reaction).

We're at launchpad with liftoff.

Elon worries about It. I don't.

Sure, It'll go bad in horrific ways just as always. But in the long run, Good wins because parasites, destruction and Evil can only exist off the host that's Good. It's a theological matter. I say teleological.

The four forces of the cosmos gave rise to the four nucleotides of biology which brewed for a billion years feeding off dead star elements, giving rise to biological intelligence, which brewed for forty million years giving rise to clever people operating in bigger, bigger and now global communion.

That process was relentless, merciless, inevitable. Luddites, Ted Kaczynski and others oppose the process. But opposing gravity and the electromagnetic glue is a bad idea.

I hasten to add that my patented GSRS graviton spin reversal system which will make gravity a two way street is not yet past the prototype stage, but it's looking good. So opposing gravity in the right way is a good idea.

So congratulations yet again to Dr Irwin Jacobs and his wonderful QUALCOMM team who enabled It. Admiration is in order.
Mqurice

[waitwatchwander] Equivariant Priors for Compressed Sensing with Arash Behboodi EPISODE 584 JULY...

waitwatchwander — 3/24/2024 8:01:14 PM

Equivariant Priors for Compressed Sensing with Arash Behboodi

EPISODE 584

JULY 25, 2022

twimlai.com

It's getting difficult to stay abreast of progress. This is already 1 1/2 years old.

[waitwatchwander] Has CUDA caught the cdma disease? nextplatform.com Conversion and emulation we...

waitwatchwander — 12/21/2023 6:40:53 PM

Has CUDA caught the cdma disease?

nextplatform.com

Conversion and emulation weren't options for cdma. Only option there was replacement.

[waitwatchwander] As smartphones slide Huawei turns to pig farming. bbc.com

waitwatchwander — 2/19/2021 5:58:24 PM

[waitwatchwander] Keepers posted elsewhere these days. Message 32972337 The famed career startin...

waitwatchwander — 10/12/2020 3:04:59 PM

Keepers posted elsewhere these days.

Message 32972337

The famed career starting call of Walter Piecyk finally falls. Fitting realmoney and the street lead this call.

Wireless cable has finally arrived and all folks can think about is selling even with it all starting over 121 years ago.

alamy.com

and Nobel in Economics goes to Auction Theory key to enablement of the basic resource.

bnnbloomberg.ca

[waitwatchwander] [X] For the first time ever, there are 4 trillion-dollar companies in the US: A...

waitwatchwander — 1/30/2020 5:17:27 PM

[X]

For the first time ever, there are 4 trillion-dollar companies in the US: Apple, Microsoft, Google, and Amazon.$AAPL $MSFT $GOOGL $AMZN pic.twitter.com/e7FPXJVvFN
— Charlie Bilello (@charliebilello) January 30, 2020

[/X]

[waitwatchwander] CellBounce Solves Massive 3G/CDMA Sunset Problem for Alarm Industry cepro.com ...

waitwatchwander — 12/16/2019 2:45:42 PM

CellBounce Solves Massive 3G/CDMA Sunset Problem for Alarm Industry

cepro.com

How do these folks get around using private spectrum in their femto cell implementation? AT&T and Verizon will have to be involved making this not quite a DIY solution.

[waitwatchwander] What a day. [X] Foxconn Chairman Terry Gou says will follow order of sea godde...

waitwatchwander — 4/17/2019 3:01:24 AM

What a day.

[X]

Foxconn Chairman Terry Gou says will follow order of sea goddess to run for Taiwan’s 2020 presidential election https://t.co/c3nq5u0Z1l via @YimouLee pic.twitter.com/2VO7aYrv9N
— Reuters Top News (@Reuters) April 17, 2019

[/X]

[waitwatchwander] The last of the Nigerian cdma operators plans conversion to LTE. ngrguardiannew...

waitwatchwander — 1/17/2016 11:05:38 PM

The last of the Nigerian cdma operators plans conversion to LTE.

ngrguardiannews.com

[Maurice Winn] Anyway, thank you for your efforts. It's a shame to see people disappear but ...

Maurice Winn — 1/13/2014 11:23:31 AM

Anyway, thank you for your efforts. It's a shame to see people disappear but apparently there is a whole world "out there" away from SI. Some weird 3D universe apparently. Meanwhile, look at the difference between high speed CDMA these days [and now LTE supersonic speeds] compared with back in the IS-95 days: <To: Allen Benn who wrote (55) 2/4/1997 5:58:00 PM
From: Philip Merryman of 68

Mr. Benn,

Thank you for your observations. It pleases me to come across people who recognize and support the technical capabilities of IS-95 CDMA. I am generally aware of CDMA's data capabilities such as being able to offer data transmission at ISDN speeds. In fact, Sprint PCS has indicated it will offer ISDN-rate data transmission sometime in the future (for more information, see the Inter@ctive Week article "Sprint Indicates Future Direction" at zdnet.com ). Another example is NextWave Telecom's subsidiary TELE*code which plans to offer wireless data services to such organizations as utilities for the purposes of meter reading. In addition to these capabilities of IS-95 CDMA, I believe the potentially most important is the possibility of IS-95 CDMA being able to offer data transmission at 384 kbps which would allow for video of some quality. Qualcomm will not discuss its efforts in this area so the only information I have acquired that discusses this is an article by the publication America's Network located at americasnetwork.com and a brief discussion of this area by the CDMA Development Group located at cdg.org If CDMA at 384 kbps is achievable, it would, I believe, open a whole new dimension to its possible applications.
>

Mqurice

[Philip Merryman] Maurice Winn wrote: "No doubt you helped defend CDMA but I doubt that Frezza's F...

Philip Merryman — 1/13/2014 9:46:00 AM

Maurice Winn wrote: "No doubt you helped defend CDMA but I doubt that Frezza's Forum held all that much sway in deciding the outcome of CDMA vs GSM."

Believe what you want to believe. I am not going to belabor the point.

This is my last post to siliconinvestor.com using this account.

[Maurice Winn] Yes, we do and will remember:
Maurice Winn — 1/12/2014 3:16:17 PM
Yes, we do and will remember: <Over a decade ago I posted to an internet forum called Frezza's Forum defending Qualcomm and the CDMA
Industry from attacks. Many old timers here will remember. > Bill Frezza is still around though his last post was a few months ago: huffingtonpost.com

It was over a decade ago, last century, and in fact 17 years ago that Frezza and his GSM Nazis Hagfish slimeballs were attacking the CDMA Mafia with false claims about CDMA capacity, who invented it back in 1890 and whether "ve vill deny them their reqvest".

<I am posting today to say my defense of Qualcomm and the CDMA Industry was not just some spontaneous defense on the part of an enthusiastic supporter but a carefully planned strategy to prevent the GSM Industry from blocking Qualcomm's access to the marketplace.>

Unfortunately, GSM's carefully planned strategy did block CDMA from the market place. Europe was ring-fenced and gone. The Euroserfs were bound to a more expensive technology, with 16% royalties payable to the GSM cartel. Now they are bound to the W-CDMA cartel and the extorquerationate 12% royalty. Soon they will be entangled in the LTE swindle at 12% royalty. George Gilder thought it would be a good idea to do away with royalties on CDMA to help promote it. I explained that the royalty was trivial and irrelevant. Thank goodness Qualcomm did not agree with him. They gave it away too cheaply as it was. Qualcomm left $100 billion on the table just in Europe's 3G spectrum auction.

The great advantage of GSM was the SIM, which unlike in the CDMA realm enabled handset owners to swap service providers. Qualcomm tied subscribers as hostage to the service provider in walled gardens. GSM also got economies of scale ahead of CDMA. The advantage of spectrum efficiency was simply to trivial compared with the 2 year cost of owning and using a phone.

No doubt you helped defend CDMA but I doubt that Frezza's Forum held all that much sway in deciding the outcome of CDMA vs GSM. It was certainly a lot of fun back in the early days of Cyberspace.

It's nice to see you again.

Mqurice

[Philip Merryman] Over a decade ago I posted to an internet forum called Frezza's Forum defending ...

Philip Merryman — 1/12/2014 1:36:35 PM

Over a decade ago I posted to an internet forum called Frezza's Forum defending Qualcomm and the CDMA
Industry from attacks. Many old timers here will remember. I am posting today to say my defense of Qualcomm and the CDMA Industry was not just some spontaneous defense on the part of an enthusiastic supporter but a carefully planned strategy to prevent the GSM Industry from blocking Qualcomm's access to the marketplace. My goal was to alert Qualcomm and the CDMA Industry through Frezza's Forum of the danger it faced and I believe I succeeded. The reason I have waited until now to disclose this is because I did not want to appear to diminish or upstage the achievement of the people at Qualcomm in developing CDMA.

I e-mailed Ira Brodsky shortly after my success in defending Qualcomm and the CDMA Industry informing him of my strategy.

[Eric L] Nostalgia ... Maurice, << [3/13/2012] 16 years after this stream bubbled out ...

Eric L — 2/24/2013 11:51:16 AM

Nostalgia ...

Maurice,

<< [3/13/2012] 16 years after this stream bubbled out of the ground to join the mighty river of Cyberspace >>

Today we are closing on 17 years from the date this board (the 1st QUALCOMM discussion board in cyberspace) was founded. I stumbled across it when doing a Lycos or AltaVista search on 'Qualcomm' a few weeks after you founded the board and just before Nils Mork-Ulne founded the original SI Nokia board. I had just become a friendly user in BAM's CDMA Trenton NJ trials which were about to commence and a few months earlier I had made the first of several trips to Cannes France to attend GSMA's 9th annual GSM World gathering of GSM network operators where my then company was exhibiting along with perhaps at most a hundred or so other companies involved in the digital mobile wireless industry.

A lot has certainly transpired since then. By 2006 GSM World attendance had outgrown Cannes and in 2007 Barcelona Spain had become host to GSMA's annual exposition which became 3GSM World and then the Mobile World Congress (MWC). MWC 2013 kicks off this evening at Fira Gran Via in Barcelona.

mobileworldlive.com

The expo doors open tomorrow morning and the event will conclude on Thursday. 2012 saw MWC's largest ever attendance -- more than 67,000. Fira Gran Via is significantly larger than MWC's previous Barcelona location, and all exhibition halls are now under one roof. Over 70,000 people are estimated to be attending this year's expo, including around 3,500 members of the press, 12,000 mobile developers. and the staffs of 1,500 exhibitors who will show off their new kit and devices at the expo.

Dr Paul Jacobs Qualcomm's Chairman & CEO, Hans Vestberg the CEO of Ericsson, and Stephen Elop the CEO of Nokia are all Keynote speakers at the event. A complete list of keynote speakers is here:

mobileworldcongress.com

There is a MWC 2013 Analyst Preview video at the link below ...

mobileworldlive.com

Cheers,

- Eric -

[Maurice Winn] That's always my aim. So far, so good, a few glitches like Globalstar notwiths...

Maurice Winn — 3/14/2012 5:45:54 AM

That's always my aim. So far, so good, a few glitches like Globalstar notwithstanding. Even that involved a lot of solid groundwork, and spacework, to get the next iteration ready to succeed where the first failed.

Mqurice

[badger3] sounds like you are taking some profits from your Q investment and trying to mak...

badger3 — 3/13/2012 7:55:29 PM

sounds like you are taking some profits from your Q investment and trying to make this a better world to live in. I think IJ & team would approve.

[Maurice Winn] 16 years after this stream bubbled out of the ground to join the mighty river of...

Maurice Winn — 3/13/2012 12:41:55 PM

16 years after this stream bubbled out of the ground to join the mighty river of Cyberspace and 18 years after first buying QCOM in 1994 [having missed the IPO in 1991 in the pre-Cyberspace era] and 21 years after first going to visit Qualcomm in August 1991, and 23 years after first thinking that Fourier transforms could be used in cellphones to squeeze more into the spectrum, Mq has sold quarter of his QCOM shares at $64.76.

Thank you to all the great people who developed Qualcomm from an idea way back in 1985. It's one of those things where reality caught up with imagination, though it did take a decade longer than I thought it would do.

I have sold a few at other times to reduce margin and to get some money for other things and this sale is to get money to develop from a paddock arapunimilk.co.nz It's not so much that I have lost confidence in Qualcomm, it's that the opportunity to develop innovative milk processing and infant formulae for improved infant nutrition where mothers are unable to breast feed their babies is good. If somebody wants to put in $60 million, a large shareholder is needed to build the factory which is ready to go.

Mqurice

[Maurice Winn] Specifically on China [and Asia] < Editor's Note: In a recent SEC filing, Qual...

Maurice Winn — 1/19/2012 2:45:04 PM

Specifically on China [and Asia] < Editor's Note: In a recent SEC filing, Qualcomm revealed that of its total fiscal year 2011 revenues, Mainland China comprised 32%, South Korea 19%, Taiwan 17%, and Japan 8%.
> China is obviously the biggest CDMA market. So yes Mq, you were right to think China would become the biggest CDMA market. A trade war with China as a result of the blockade on Iran would not be good.

Mqurice

[Maurice Winn] Nearly 15 years later:
Maurice Winn — 1/9/2012 5:01:39 PM
Nearly 15 years later:

<Will CDMA succeed in Los Angeles [at last]?
How is CDMA going in Hong Kong, Korea, Trenton? Do people like it?
Will China be the biggest CDMA market?
What technical developments are going on?
Has Nextwave Telecom bid too much in PCS spectrum auctions?
Will notebook computers with built in CDMA phone take the world by storm?

Will you get rich from CDMA and Qualcomm?

Related topics: Eudora - the email you are probably using
Globalstar - the satellite phone system >

A couple of days ago, for the first time, I used a Sierra USB "stick" HSPA in my little netbook. It is very good. But there are now millions of netbook/notebook computers [same thing just a slightly different size] with built in CDMA with the iPad the current world champion, selling by the million.

Since those faltering steps back in the mid 1990s, CDMA-powered "Smartphones" are now the dominant cultural development on Earth. The pdQ was the initial effort. The pace is quickening as $trillions are at stake. The automobile industry is now taking second cultural place to mobile Cyberspace.

It is being recognized that it is not just the cost of fuel and the financial crisis which is pushing aside the century-long love affair with cars. Young people are Cerfing into Cyberspace. From Zygote in 1996 to Zeitgeist in 2011. Things don't come any bigger than this.

Meanwhile, Eudora is fondly remembered and I live in hope... social media is a mess. Eudora could rescue us from the chaos.

Globalstar failed dismally. There was total mismanagement of marketing combined with dead satellites due to bung design. They were reduced to simplex data transmission. SPOT being fairly successful in that.

Now though, the second Globalstar constellation is being launched, albeit with a momentum wheel design fault. Hopefully they fix that BEFORE they launch the rest. Their marketing ideas are still defective, but not as bad as the first effort last century. There is also a spectrum dispute with the FCC and other problems too such as the local yokels resisting Globalstar gateways.

Swarms of people have become very rich from CDMA and the businesses which have been enabled by it.

Now LTE is gearing up, running on OFDM = orthogonal frequency division multiplexing which was just a gleam in Flarion's and other's eyes in Y2K but is now gearing up to take over from CDMA. Unfortunately, it, like W-CDMA, is burdened with GSM Cartel royalties of about 12% compared with CDMA's 4% average which did a better job, cheaper. Qualcomm's OFDM technology with low royalties was rejected by too many people to go it alone. Fortunately, even 8% extra royalty on the devices is not much over the 2 year total cost of ownership, so it's not such a big deal. The whining in the early years about CDMA's "excessive" royalty of 5% has been shown to be absurd by both spectrum prices and the success of CDMA.

Mqurice

[Art Bechhoefer] Now, if the Chinese would just allow their currency to float against the dollar,...

Art Bechhoefer — 9/12/2011 3:17:12 PM

Now, if the Chinese would just allow their currency to float against the dollar, that 29% of Qualcomm sales figure would be about 10% larger (in sales after currency exchange translation).

Art

[Maurice Winn] Mq, you asked back in 1996 in the introduction, "Will China be the biggest marke...

Maurice Winn — 9/12/2011 2:46:19 PM

Mq, you asked back in 1996 in the introduction, "Will China be the biggest market for CDMA?" It has taken a decade and a half, but finally, the answer is yes, if we measure it by Qualcomm revenue: <China has already become Qualcomm’s top market, accounting for 29 percent of revenue last year. In other emerging markets, however, the company is still trying to persuade merchants to push legit smartphones with Qualcomm chips rather than lower-end knockoffs. In large part, that’s because Qualcomm-powered devices can be expensive: An HTC phone unveiled in late August, for instance, offers glasses-free 3D-viewing and costs more than $700. “Prices need to come down for devices to get out into the mass market,” says Jacobs. >

You also said recently that Cyberphone prices won't come down so much as go both up and down at the same time as people seek more features right up to the full scale Anita [tm] versions.

The mass market Model T era "any colour as long as it's black", is coming to an end. Economies of scale exist, with cyberphones soon to be selling by the billion. Already 10 million at a time is normal and 100 million a year if we include a wider range of DeVices. Copying Apple is the wrong idea. Doing things they don't, such as making an outdoor mirasol DeVice with Globalstar and wifi links is better.

With end of the Model T era, people will be wanting a wider range of vehicles. There will be the high end Rolls Royce, Jaguar, Ferrari, BMW, Audi, Cadillac, Lexus. There will be the mid range fleets of Camry, Commodore, the SUVs, the vans, the light trucks, There will be the "get you to the supermarket and work" cheap city commuter options. Don't forget motorcycles.

Prices will be going up as well as down. Anita [tm] features will be included in the high end first, working their way down to the low end.

The car industry is fairly comparable. People want fashionable personal transport options, not just a standard tool for getting around. They don't need either cars or cyberphones to last for decades. Technology changes quickly and fashions do too. For cars, 10 years is a long time. For Cyberphones, replacements every 2 years is more likely. And people don't have a parking problem for Cyberphones, so they'll own a motorcycle version, a minicar, a high speed touring saloon, a utility vehicle, a people mover, a bicycle, a couple of spares in case one breaks down and so one is handy in the car, at the office, in the kitchen, in the living room.

Those devices will connect via wifi if available, or femtocell, mini, city, or over kilometres in rural areas or up to Globalstar over oceans, the hinterlands or from airliners cruising 10 km high at 1000 km per hour.

Mqurice

To: Allen Benn who wrote (55)	2/4/1997 5:58:00 PM
From: Philip Merryman	of 68

Mr. Benn, Thank you for your observations. It pleases me to come across people who recognize and support the technical capabilities of IS-95 CDMA. I am generally aware of CDMA's data capabilities such as being able to offer data transmission at ISDN speeds. In fact, Sprint PCS has indicated it will offer ISDN-rate data transmission sometime in the future (for more information, see the Inter@ctive Week article "Sprint Indicates Future Direction" at zdnet.com ). Another example is NextWave Telecom's subsidiary TELE*code which plans to offer wireless data services to such organizations as utilities for the purposes of meter reading. In addition to these capabilities of IS-95 CDMA, I believe the potentially most important is the possibility of IS-95 CDMA being able to offer data transmission at 384 kbps which would allow for video of some quality. Qualcomm will not discuss its efforts in this area so the only information I have acquired that discusses this is an article by the publication America's Network located at americasnetwork.com and a brief discussion of this area by the CDMA Development Group located at cdg.org If CDMA at 384 kbps is achievable, it would, I believe, open a whole new dimension to its possible applications.