Hi wstera_02,
Thanks for the very thoughtful reply to mine re: wireless futures. Yes, we will disagree.
I read a commentary in Andy Seybold's Outlook in the Oct. 1999 issue that struck me as being a very wise view of things to come. Andy looked at the development of 2.5G and 3G from the perspective of the end user. His conclusion? 2.5G is going to do 95% of everything that the normal human is ever conceivably going to want to do with a cell phone/PDA/wireless gadget. First of all, screen acreage is so miniscule, user interface, i.e. keyboard sucks and without full HTML rather than cHTML or WAP, there's little compelling content on the data side.
So, I have no argument with you about how whizbang the technology can be. I simply disagree that there is end demand for it. As an IRIDiot, I've become extreeeemmely interested in the market for these kinds of technologies and far less so in the nuts and bolts of the standards wars, clever kludges, black art ASIC design wins or any of the other folderol on the supply side. I demand customers and profits, not brilliant engineeering, as an investor/speculator. You know the drill, the tech pioneers are always the ones with the arrows in their backs.
You seem to be quite knowledgeable about the mighty Q*. I would have a favor to ask. I've gotten the latest Red Herring and it has a piece on Qualcomm in print, so far, and not on line. The issue is Number 92, February 13, 2000. The article is titled "The China Syndrome". pp48-52. I would very much like to get your opinion on this matter. Be warned, the authors are like me, in the skeptic's camp. :)
Ciao! |
