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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 181.41+5.0%2:26 PM EST

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To: P2V who wrote (95854)3/18/2001 1:05:20 PM
From: JohnG  Read Replies (3) of 152472
 
KILLER APPS FROM FOOL
uthor: BruterH
Number: of 22054
Subject: Killer Applications
Date: 3/18/01 4:55 AM


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Killer Application

Flash back to 1986,
My first cellular mobile phone was a 7 POUND NEC phone I purchased for $2,500.00, which
gave me the privilege of chatting with business clients for 49cents a minute. People would stop
me at the store and ask in awe “Is that a cell phone? Wow cool!!!”

Flash forward to 2001
I purchased a Sprint replacement phone for my wife for personal use for $99.00 and she can
chat away for 10 cents a minute on a phone, with triple the standby and talk time and no one
bats an eye at the cool ice blue phone hidden in her hand.

What few people take into consideration is up until today the killer app. has been voice,
mobile voice. The future killer app. is DATA, data anywhere and anytime at a reasonable
price. However, as operators are finding out some vendors who will remain nameless- Nokia-
have promised fantastic time to market and data speeds by way of GPRS with the wonders of a
WAP browser. Well can you imagine what GSM operators are thinking now about the
prospects of rolling out GPRS and competing against against the 1xCDMA operators here in
the USA. This competition will not go unoticed by European opperators. I wont boar you with
all the problems with GPRS -time to market, short battery life, gobbles system capacity like a
starving hyena, overheating, drop calls at hand off, high radiation levels, lack of available
models- you get the message.

The killer application is mobile DATA and data craves system capacity

The killer application is capacity and the capacity advantage that CDMA will allow those
carriers to bring down on their GSM competitors. This capacity will allow CDMA operators
the flexibility to continue their voice business and add data as another revenue source.

The killer application is flexibility, with this flexibility CDMA operators will offer a myriad
of applications that by themselves will not stand out in anyones eyes as a “ KILLER
APPLICATION” That's the beauty of this flexible system, applications will be written ala
BREW to fit your needs and will be included in your service agreement or added on as a “ fee
for service” basis.
These killer applications will be killer only to the person that finds them useful. Some of these
have been discussed here but I will add a few of my own:

One day you will be paying for your credit card purchases by aiming your cell phone at a cash
register and your bill will be paid and the transaction will be automatically input in your
personal QUICKEN accounting system running on BREW ready for download to your
computer. No data entry, the cell phone does it for you. When tax time rolls around all data is
input and taxes are a snap. That's a killer application.

Some one steals your car. You have purchased a locator chip and have it installed in the car,
you notify SPRINT and they immediately SNAPTRAC your cars location and notify the police.
Now when your car is returned home a few hours later undamaged that's a killer application.
You can substitute, camera, tractor, children, pets, stereo, for car in the above example.

You are on your way home and your son calls and asks you to pick up some crickets for his pet
gecko, but the your usual pet store is on the opposite side of town and against traffic.
You pull over whip out your cell phone pull up the yellow pages, locate the pet store on your
way home, click on the map icon, view the route to the store it's only a little out off your way,
grab a gecko take out bag of crickets and home in time for Monday night football. That's a real
time saver and a killer application in my book.

You are traveling to San Diego with you family to attend the QUALCOMM Shareholders
meeting, ok your going to the zoo, your kids are getting a little restless after 8 hours in the car.
You give them your cell phones and they play an interactive game between cell phones. That's
a killer application only parents can appreciate.

Teenagers will be able to set up their phones with each other by way of a buddy list that will
notify them when they are close to a buddy, then they can operate the Q CHAT feature on their
phone and use their “free” cell to cell minutes or set up a meeting place. I bet boys looking for
girls will take on a whole new dimension, and I bet they will think that's a killer application.

Your at work and QUALCOMM is having an analyst meeting at 12:00 you are away from the
office and you want to listen in. Open the laptop or PDA log on to NETZERO fire up Netscape
and log on to QUALCOMMs web site at 100 Kbs listen to the great news that Lucent signed a
deal with China worth 400 Million you Log on to Merrill Lynch .com and add 1000 shares to
your position making a cool $2000.00 before lunch. I think that would be a killer application....

You're a contractor and the plans you are using don't jive with the existing site conditions, you
have five guys standing around waiting for the architect to make a decision but he cant come to
the site until the next day. The contractor snaps a picture of the problem with his camera slips
out the Sandisk flash memory card, and puts it in his cell phone and emails the photo to the
architects office, they talk over the problem and 10 minutes later the five guys are back at work
saving the Owner or Contractor a few hundred bucks.. That's a killer application

I could go on for days but if you are looking for a killer application it has already been found
and it is the flexibility CDMA and its cost savings , capacity and data advantages offered to
CDMA operators.

Bruce Hamilton
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