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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 172.98+1.1%Jan 2 9:30 AM EST
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To: Dennis Roth who wrote (14640)9/5/2001 5:03:26 PM
From: quartersawyer   of 197074
 
" 1) there are still very few compelling non-messaging applications that will drive mobile data usage on ANY network... 2) bandwidth is not what carriers need to succeed with mobile data - instead, its a comprehensive understanding of the social & economic behaviors & capabilities of their consumers and an executable business plan derived from that... "

I got that yesterday as an e-mail from a Dataquest analyst, and responded:
"re your 1) and 2): I'd seriously consider a change if my life got dependent or compelled by anything that could happen on a wireless gizmo, like some vapid Japanese 25 year old. But that's just me and ten million others. About a billion seem to think in other ways, and I think Paul Jacobs knows who they are."
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