Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 182.40

+3.5%

3:59 PM EST

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To: Dexter Lives On who wrote (116181)	3/28/2002 8:43:04 PM
From: David E. Taylor	of 152472

Rob: ...The original requirements had 3g starting at 384Kps per user, moving quickly to 2Mbs. This won't happen for another 6-7 years under 3g (i.e. it just won't happen)... No 3G until 2008/9? Even Flarion's pie-in-the-sky projection for its own 600 million sub base by 2008 has 3G at around 200 million subs by then: flarion.com and that will probably turn out to be conservative. ...VoIP will be rolled out in the next couple of years... Who exactly is going to roll out VoIP wireless? Which carriers are going to do this at the expense of their present investments in 3G? ...It [3G] simply can't offer all u can eat data... How the heck can you project that from where we are now? 1xEV can provide data service at $0.025/MByte, or 400 MB/month for $10. How much is "all u can eat"? You should read "The Economics of Wireless Mobile Data", available here: qualcomm.com I'm still waiting for you to explain, from the carriers' point of view, the business case for 3G being "never happening" - as opposed to just voicing your "imho" about the technologies. David T.

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