The New Qualcomm - a S&P500 company Message Board

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

QCOM 163.32

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Nov 21 9:30 AM EST

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To: Bux who wrote (3404)	11/18/1999 1:26:00 PM
From: limtex	Read Replies (3) of 13582

Bux - This blows the HDR in the states as the last mile solution right out the window, unless the cost advantage with HDR is greater then CSCO has to offer. I don't think anyone was ever counting on HDR monopolizing the last mile solution. But HDR will have two important advantages that will help carriers use HDR as a last mile solution early on to help justify their investment in HDR How much internet time is going to be taken "at home" and how much outside of home? That it seems to me is the big question. I don't think we should assume that the majority of internet time will be at home on a PC in a couple fo years. Look at the new AMZN idea of a mini AMZN screen/shopper/communicator in your pocket. IBM new flexible screens that you can fold up like a handkerchief and put in your pocket. Sitting in front of a PC will continue to be a part of our activity but it won't be the majority. Mobility will win over fixed for individuals. That probably won't apply to offices or businesses but to individuals certainly. Best regards, L

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