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Technology Stocks : PALM - The rebirth of Palm Inc.

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To: Tie Zeng who wrote (1240)8/15/2000 2:59:17 AM
From: lkj  Read Replies (1) of 6784
 
Tie,

Dropping to the $20's may not happen for a long while.

As carriers upgrade to GPRS and 1X, they will be able to offer better data service, but I doubt that they would offer a low cost 10kbps plan. Take a look at Metricom's plan. It is probably as low as it gets. Even though it is using a junk band, its price is still $30/month, which is a bleeding price for Metricom.

I know that Irwan Jacobs, the CEO of Qualcomm, has been saying that carriers can offer HDR at $20/month. I think that he maybe looking at too far ahead. From an equipment cost perspective, he maybe right, but there is a lot more than equipments that the carriers spent money on.

Khan
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