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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (10688)3/13/2001 11:38:08 AM
From: Maurice Winn  Read Replies (1) of 12823
 
Mike, Slacker has again done a good job. I got sucked into reading another El Matador post and he got something else right = people will abandon wired phones and use wireless. They'll do that when talk is cheap and the effort of getting up to walk to a wired phone and having a place instead of a person with a phone number [or preferably a url when voice over IP is in business] is too much hassle.

That time is coming very soon for the masses and for many people is already here. Leap Wireless for example has many customers without a wired phone.

The revenues don't matter. Look at the bottom line [and R&D investments]. Q! is no longer a low margin handset maker [other than for Globalstar]. Their profit margins soared as royalties became more dominant. That process is just warming up.

The rate of adoption of CDMA is huge with only 100 million subscribers out of something like 2,000 million in 5 years. Prices are reaching yakkity-yak rates for billions of people. Spectrum is limited so spectral efficiency is the vital ingredient for service providers in a price war and clamour for market share and global coverage.

Korea's dominance of the CDMA subscriber market is shrinking. That process will accelerate.

Interesting additions such as TimeDomain's pulsed broadband monocycles, Bluetooth and OFDM will make communication devices extremely powerful. Throw in BREW from QUALCOMM and hordes of applications and 5G will be very interesting indeed. With Q! at the centre of it all.

Mqurice
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