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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 164.53-0.4%3:59 PM EST

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To: Pierre who wrote (94727)2/27/2001 12:36:01 PM
From: wllm  Read Replies (1) of 152472
 
"Where are the revenues" seems to be the lament of the Euro telecoms. Dr. Jacobs showed them how they can use CDMA to generate revenues now. And Dr. Jacobs has also been putting a lot of emphasis on how the same infrastructure can deliver to a FIXED site at a rate competitive with DSL or cable modems. Since Europe has a much lower home internet penetration rate than the US, and I presume DSL/cable is less available there than here, he is really offering them a double opportunity to deliver high speed internet both to mobile and fixed customers. How they can resist puzzles me.
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