Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.76

+1.5%

12:15 PM EST

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To: arun gera who wrote (99447)	5/19/2001 10:25:08 AM
From: pcstel	Read Replies (4) of 152472

Arun gera: "A typical power user in a few years might have a modem card for a laptop, a data device in the car (a la Wingcast), a data device for the handheld, possibly a data device built into a camera, in addition to a phone. Say 5 devices per power user. And assume 10 percent of the 1 billion users are power users. That brings the numbers to about 0.5 billion devices in seven years (say). " But, that was Pierre's point.. Why won't a Power User just use WLAN or Bluetooth for the short range Wireless connection to the Cell Phone? After all.. All of Qualcomm's chips will have Bluetooth interfaces. So again.. WLAN and Bluetooth have created a "reduction" in the amount of Q chips necessary in many applications!! Of course.. For this concept to even begin to work.. You are going to need SIM cards.. No one (Power Users Inclusive) is going to maintain 4 of 5 Wireless Accounts. And even if they did not use WLAN or Bluetooth.. The Power User will just use a "CDMA Modem Card".. So one Modem Card will be used in 6 different devices.. (That's a 6:1 reduction) So either way.. The Modem Card kills royaltes and Chip Sales compared to a One Chip per device concept, and WLAN and Bluetooth kills royaltes and Chip Sales for Localized Wireless Connections to a single Q chip enabled phone!! (Which continues to fall in price and royalties collected) IMO.. Just as you have seen the necessity of Qualcomm Chips/Royaltes lowered with Engneers example (utility meters). with a 200:1 reduction using WLAN or Bluetooth. (Bluetooth is fighting a losing battle here!) The same goes for the Power User!! Short range FREE Wireless Data will continue to lower QCOM's market penetration!! IMO.. BTW Maurice: "a photovoltaic panel could separate water into hydrogen and oxygen, to replenish a fuel cell." You once again have been able to Violate the entire KISS (Keep it simple stup!d) principle.. What kind of maintenance would be required on a "Remote Fuel Cell" with a photovoltaic hydrogen/oxygen serperator? Let's just stick with a nice "Solar panel" and some of those Valence "Super Dupper" Batteries!! Did you ever take a look at VLNC? I know, I know.. WRONG again PCSTEL <vbg> PCSTEL

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