Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.59

-3.9%

Nov 20 3:59 PM EST

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To: Cosmo Daisey who wrote (32564)	6/17/1999 11:30:00 PM
From: Rippletum	Read Replies (2) of 152472

Cosmo, the problem with your thinking is that there is no other service that will be broadly available for many years to come other than the cable service. Furthermore, as the customer base expands, which most analysts believe will take place over the next several years (7.5 to 15 million subscribers by 2002 from 700K today) the cable MSO's will simply leapfrog fiberoptics closer and closer to the door step so that at some point it will be all fiber which is much better than wireless will ever be. Cable will continue to pull itself up by its bootstraps because it will continually be the best service available for the present and will be able to improve while retaining its customer base by simply adding on to its HFC cable system. Thus, cable is it, for now and for the foreseeable future. Qcom has its place and will do great worldwide where the cable is not already in place plus more and more devices will utilize its narrowband internet access while on the road.

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