Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.20

-3.3%

3:59 PM EST

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To: qdog who wrote (38856)	8/27/1999 11:51:00 PM
From: DaveMG	Read Replies (1) of 152472

the fact is the fuel of communications is not voice but data That's a pretty easy statement to make and it might be true if you're a carrier but people aren't about to stop talking to eachother, and talking doesn't eat much bandwidth does it? Will LMDS or MMDS evolve into a preferred medium for voice as well? Id sounds like what you'r talking about is the fragmentation of a market we considered at one time to be "all ours", a market where "CDMA by Q" inside every device is a smaller piece of the pie. What should Q's strategy be? Any ideas? Do they just plain have no edge in these arenas or might they know something you/we don't?

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