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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: cfoe who wrote (3952)	12/6/1999 2:02:00 AM
From: Bux	Read Replies (2) of 13582

Cfoent, I think your observations about HDR are very promising and observant. It seems the Nortel pessimism stems from a lack of vision and a pre-occupation with current wireless users (primarily voice). Maybe the big market will be new applications which I haven't seen mentioned in the media. 2.4Mb/sec.! That's more than enough for a video news reporter to transmit live news footage without all the expensive vans, full of electronics, technicians and sat. dishes! It could revolutionize TV news. (Maurice, I realize it wouldn't be truly "live" with the up to 500ms. delay and all but don't you think it would suffice?) Without those vans, there could be a lot more reporters. There could even be freelance reporters with the inexpensive video equipment always with them. Other uses would be real-time monitors for water-level gauges, redundant data transmission schemes for critical information on wired networks, emergency services, and on and on. I'm quite sure carriers won't need it to stay competitive (as long as they have 1XRTT) but in every populated area there is some need for wireless high-speed data and nothing is more efficient than HDR for this. I think 1XRTT will end up with better coverage but HDR will rule in more urban settings. Just a few thoughts. Bux

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