Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 154.12

-3.3%

Jan 20 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: bruce_hamilton who wrote (106909)	10/12/2001 1:48:52 PM
From: pcstel	of 152472

Bruce: We have talked at length about QCHAT, telematic related services, position services and music downloads etc. CDMA opperators will be able to experiment with these services and the aggregate revenue of these services may surprise you. I have never subscribed to the "killer application" theory on data. The killer application is CAPACITY. I agree.. However for the Service Providers.. The Illusion of "Not Enough Capacity" is important in order to maintain ARPU and per MOU charges. The consumer is force fed.. Too much demand...Not enough capacity.. If a company like LWIN shows up and says.. Hey.. Talk all you want.. We have loads of unused capacity.. Then the consumer starts to wonder.. Hey how come they have so much capacity.. And Verizon claims they don't have enough.. It's the supply and demand macro-economics at work.. The Middle East Countries have huge supplies.. But, they control the supply chain (and prices) via supply-side distribution.. The wireless operators are the OPEC and LWIN is the renegade pumping all the oil they can, as fast as they can.. And yes, I beleive QCHAT is a Killer Application that leads to Data usage.. Here is the phone I proposed to LWIN IR.. Color Display, PTT button on Left hand side of phone Walkie-Talkie style. Right hand side has Rotary Selector Switch for scrolling through buddy list. IR or bluetooth allow buddy's to be added to the list from phone to phone.directly. Buddy list displays which Buddies are On-Line... Rotary Selector Switch also has a PTT feature which engages the "Ping" feature.. When depressed.. The Ping feature sends MapQuest style map (Data) to your buddies phone displaying your current location. Phone Buddy list also ties in with AOL IM and buddies on computer using AOL IM can IM message to Phone users and vice versa.. The AOL Instant Messenger Crowd would go wild for a device like this. And would work nicely in a "Limited Mobility System" like LWIN". These types of Killer Applicaitons will proliferate on "All you can eat types of Wireless Services:" IMO.. There is a market for data.. But, It is more for a Data aided Voice maket.. IMO.. PCSTEL

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next