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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 174.01

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Nov 14 9:30 AM EST

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To: Clarksterh who wrote (1461)	9/13/1999 7:11:00 PM
From: engineer	Read Replies (1) of 13582

<<The key hold-up in the move to 3G appears to be in the nature of chicken-and-egg. Why should the carriers support high rates when there are no users, and why should manufacturers make high rate handsets when there are no service providers. By holding onto the handset division, Qualcomm can ensure that the high powered handsets are available (as engineer has often pointed out, the ThinPhone is data capable up to 64kbps(? I always forget exact rates) even though the networks don't support it.)>>> EXACTLY...Clark!!!!! This is what I have been trying to hammer into both Sprint and others for a few years. Someone has to take some risk and START. Not wait for fully amortized justification to rollout data, not wait for the killer app to fund it all, not try to satisfy some corporate weenie in finance that spending $500k is justified. Someone just needs to DO IT. Someone wiht vision who realizes that the whole chicken and egg deal needs a leader somewhere. Get data out there somewhere working so that applications can start using it and can build the data bandwidth up to use the 3G bandwidth.

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