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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 182.40+3.5%Jan 6 3:59 PM EST
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To: JGoren who wrote (3747)10/16/2000 6:44:06 PM
From: 100cfm  Read Replies (1) of 197104
 

"We're looking at what we call a virtual home environment," Yamamoto explained. "Subscribers could receive our services from Japan even though they might be in Europe or the United States. It will be as if they are still in Japan, and they will be able to receive the services they can only get here."

That is why it will be geared toward WCDMA.
Designing software for direct access to websites may not be a big deal but getting tens of thousands of developers creating content as i-mode has is a big deal. Catching i-mode in content quantity won't be quick or easy. Which is fine with me since WAP doesn't look like it's spurring an overwhelming demand for web enabled phones. If i-mode continues it's wild success in WCDMA think of the increase in ASIC sales and royalties. None of which are probably figured into any Q models.
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