San Francisco, Sept. 30 (Bloomberg) -- Paul Jacobs, president of Qualcomm Inc.'s consumer-products
unit, comments on the company's new Internet-enabled phones and the wireless Internet market. He
spoke at a Banc of America Securities conference.
'Have you ever noticed how the words 'Web' and 'net' are terms of entrapment? The reason why is
because you're stuck there (at your computer) while you're using them. We're going to change things
so that people have access to the Web no matter where they are. Wherever there's radio coverage,
they're going to have access to the Internet.'
'The number of (wireless) phone shipments is tripling the number of laptop shipments out in 2001. And
what that says is the development communities will follow where the market is.'
'With the price of the devices plummeting at the rate that they are, it's just going to be cheap and easy
to embed the wireless and the wireless Internet into a wider range of devices.'
'From a carrier side, they're very interested because wireless applications increase their cash flow.
There's a number of things that they care about. They care about their ARPUs, their revenue per user,
they care about their costs, and they care a lot about churn. And wireless data fixes all of those things
for them.'
'Wireless is actually going to be able to provide a better experience than what you get by plugging into
the wall.'
That's because 68 percent of the North American market won't have access to super-fast cable
modems, Integrated Services Digital Network lines or Digital Subscriber Line Internet links by 2001, he
said.
*******
Maybe this is where WCOM sees value in Sprint / PCS
Climber |
