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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 167.13+1.2%11:20 AM EST

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To: 100cfm who wrote (52015)11/30/1999 10:13:00 AM
From: limtex  Read Replies (2) of 152472
 
100cfm -

Correct me if I'm wrong but I thought I saw the CSCO product is only for a fixed wireless application. More specifically it is going to be aimed initialy at the outlying suburban and rural areas where cable or DSL lines haven't been installed.

WCII for instance has a similar strategy for businesses and is targetting office buildings and businesses only.

Eventually the CSCO product could get marketed in the urban city centers but there is quite a lot of business to be done outside the cities first.

Even here in Houston not in the center we can't get a DSL line because you have to be within very close proximity to the CO switch and we are about a hundred yards too far away!

The massive HDR market is not fixed and not CSCO, it is mobile, QCOM and it is IMHO much bigger than we can even imagine.

Best regards,

L
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