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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 178.29

-1.6%

Dec 12 9:30 AM EST

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To: MileHigh who wrote (51985)	11/29/1999 9:54:00 PM
From: gdichaz	Read Replies (1) of 152472

MileHigh: "Free" is the hard part. Tough competition for all "fixed wireless" a.k.a. "wireless fiber" service providers with point to point and point to multipoint service. But and this is the big but, people on a beach or in a car are not likely to carry a pizza sized dish around with them and even if they did it probably wouldn't work for a multitude of reasons. Yes, the Q will have competition in the "last mile" to a building but mobile means ubiquitous - anywhere - and available while in motion. How does Cisco compete with that part of the "last mile", hmmmm? Suggest to you that there will be a good sized market for HDR, 1XRTT and 3XRTT data delivery. Be of good cheer. Chaz PS As I suggested earlier, the guys who stand the most to lose from this Cisco initiative are the "wireless fiber" service suppliers such as WCII and TGNT who do not use CDMA now.

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