Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.85

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1:48 PM EST

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To: Craig Schilling who started this subject	9/3/2001 3:29:30 PM
From: CRL	Read Replies (1) of 152472

There is a strong argument that the relevant driver of demand for wireless devices will prove to be not the number of people who desire to be connected, but the number of things that people desire to be connected (to both people and other things). There was a study on that point posted recently but I failed to bookmark it. But if we start to count the number of things that we would like to be providing information, such as vending machines, vehicles, measuring devices of all sorts, portable valuables of all sorts, etc. and we add those demand drivers to the people and computers and PDA's we've been talking about, the result will not be a fraction of the addressable population but a multiple of it.

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