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

QCOM 155.82

-1.3%

Jan 23 3:59 PM EST

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To: Maurice Winn who wrote (3932)	12/4/1999 10:32:00 AM
From: w molloy	Read Replies (2) of 13582

re *Speed, speed, speed* >> WMolloy tried to make a molehill out of this mountain of potential profits. The mountain is the the pile of cash operators make from VOX calls. In San Diego plans vary from 30c to 47c/minute. In the US, both parties pay for the call???? So how much to charge for data? A minute of VOX is more or less equivalent to 75K bytes of data. (10k bits per second *60 /8) A megabyte of data might cost you between $8 and $12, if you can accept the pitiful data rate and that is without a premium charge for providing a data service. One can see how quickly the price increases with data rate, at current VOX pricing levels. See how much Palm are charging for the wirless service on Palm VII (http://www.palm.com/products/palmvii/serviceplans.html). $10/50kbyte !!! Wireless VOX rates will have to fall in line with current POTS pricing before high speed data takes off. PS I prefer a rats in a pipe analogy over the free way analogy. The rats can't overtake and can only drop into the pipe when there is room. w

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