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

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: Clarksterh who wrote (7086)	2/29/2000 10:57:00 AM
From: Dooker	Read Replies (2) of 13582

I need to find the reference, but I thought Dr. J. has given the impression several times that HDR has the potential for desktop internet access---that is, to be competitive with other forms of broadband internet access( in ASIA especially I thought.Maybe HDR requires less fiber optic infrastructure.) My point is that HDR,being applied in a mobile environment doesn't make it more competitive against fixed wireless--maybe down the road, but for now the all-in one mobile/home use seems impractical. Upspectrum wireless (Gilder referred to it as optical-CDMA I believe) with gigabits/second overwhelms HDR transmission rates. He also said that the new technology doesn't have to be line of sight. (Sorry if I wasn't clear in that this new technology only works in a fixed environment.) This is very speculative, and I am not arguing that it will, in fact, be a threat to QCOM. Just exploring. Regards

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