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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 172.29

-2.2%

Dec 17 3:59 PM EST

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To: A.J. Mullen who wrote (4911)	11/23/2000 4:24:12 PM
From: arun gera	of 196982

Ashley: $500/pop for 20 years. That is roughly $25/pop per year. If the average penetration of 3G services is 50 percent over the twenty period, it is about $50/year per paying subscriber. $4/month. That is worth about 200-400 impressions a month of advertising. The wireless provider can recover it by just its brand-building capabilities. Every time you check your voice mail, you hear "You have reached Sprit PCS voice mail" or "AT&T". Or on the wireless device a perpetually revolving logo of the wireless provider. Arun >>Arun, in the case of the UK it was for a fixed term - 20 years if I remember correctly. That might not turn out to be a bad price for access to a screen that people turn to frequently.>> Ashley

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