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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 11:14:00 AM
From: slacker711  Read Replies (1) of 13582
 
Thus optical will never be direct competition for HDR although it should be noted that I have never expected HDR to be more than peripheral in completely fixed solutions. There are just so many more options in completely fixed than there are in mobile.

I am curious why you think this (is it based from any technical aspects?)....I have always agreed but it was basically because HDR sounded too good to be true (the cynic in me). It seems like it should be impossible for HDR to compete price-wise with wired solutions. However, Qualcomm seems to believe that it can be offered at $40 a month. At this price it becomes the best alternative (by far) to either DSL or cable. For one thing....until G.Lite gets rolling both of these still involve a truck roll. It seems like an HDR modem could be sold at the local Best Buy and set up within minutes by the consumer.

Of course it's own popularity might overwhelm the provider's resources....but I assume (hope) that this is part of Qualcomm's calculations. I live in the suburbs of Chicago....and neither DSL (22000 ft) nor cable modems are available. I assume that the same is true for others....

I cant wait to start hearing about the results of the trials....though it still does nag at me that US West hasnt come out hugely in favor of HDR. In the words of IJ...."it should be a no-brainer".

Slacker
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