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

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To: Caxton Rhodes who wrote (1573)	9/16/1999 1:28:00 PM
From: moat	Read Replies (1) of 13582

HDR. At the analyst meeting Jeff Jacobs (SVP Business Development) said his math shows that operators should be able to offer flat-rate HDR (at 2 mbps) Internet access plans for $30-80/month. I hope someone can verify what I heard. But that's what I recall. This is simply amazing to me. If what I heard is correct then what I don't understand is why HDR has not moved out more quickly (given all the last-mile rage with DSL and cable modems)? I don't understand why it's not already happening at selected regions of the world ... seems to me HDR provides an incredibly good "last mile" solution -- much easier roll out compared to DSL or cable modems once the cell sites are equipped (operators can just slide in a HDR card at an existing cell site to deploy the service). I'll take 2 mbps wireless flat-rate Internet access at $50/mo anytime. Who on this thread would not? Jeff said US West and Sprint have had successful lab trials. We should see two field trials by year end. If HDR takes off (I don't see why it would not if its offered at $50/mo for 2 mbps), this is going to be one hot business. Further, he said, [since this is data only, don't have to deal with legacy voice stuff] HDR can be deployed on all networks (GSM, TDMA, CDMA) quickly, all it uses is one 1.25 mhz channel at the network side. This is regardless of 3G! HDR can march on without 3G. (someone verify my understanding please) A quote from the company the other day: "In just under four years, we have built a leading organization that has helped create an industry. Now is the time for QUALCOMM to build on these strengths and to again respond to industry needs with new innovations such as wireless data products and applications", said Dr. Paul E. Jacobs, president of QUALCOMM Consumer Products.

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