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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 170.17-0.4%10:40 AM EST
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To: w molloy who wrote (53079)12/8/1999 5:09:00 AM
From: Maurice Winn  Read Replies (2) of 152472
 
W, yes, all true enough. But handsets cost $1000s in the early 90s. Now we are down to $100. Minutes are way down too. So we are in the realm of mass marketing now, not premium services for the few.

True too that HDR will gobble bandwidth so it depends on cheaper networks that 30c per minute before any significant use will be made of it. But 10c per minute is common. Cricket is less than that. The actual marginal cost of a minute is less than 1c per minute [leaving aside all the nonsense of marketing, churn costs and stuff and assuming they actually get the networks full with WWeb Marketing 101.]

Cars are a good WWeb place. So are airports. So are lots of places. Mountains not so good, though I got my first WWeb thingy from Bux up a mountain! Oddly enough. There will be heaps and heaps of demand for WWeb. Not for idle browsing and goofing off, but certainly for 'I need some information and I want it NOW' applications such as "where the hell is a hotel with a vacancy" at 9pm?

Can they do DSL and Bluetooth for people in cars?

I think Webtime is going to change the pace of progress in WWeb stuff. The hard work has been done. The competitive pressure is on and monopolies have gone in many places.

Mq
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