Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: pcstel who wrote (99485)	5/19/2001 1:49:36 PM
From: engineer	Read Replies (3) of 152472

There had NEVER been any diminished revenue model from the CDMA data stuff. As I said, it was projections on these threads that made it sound as if they got royalties from every laptop. There was no limitations in doing the project of a PCMCIA card EVER except business payback. Technically it was feasible in 1996/1997 to have IS-95a in a card. The Module project was on the Qualcomm internet web site and being shown at trade shows by late 1997, showing a card that was 2 inch by 3 inch by 9 mm, or exactly a type III PCMCIA card size. All it needed was a plastic jacket around it for looks and another connector. to change to HDR is just swapping out the MSM chip for one wiht HDR in it. The first pdQ was based on this very card and was the first real big project to use it. the basic business propostion on the laptop is that just as the cable TV industry has changed due to the amount of subscription, so will the HDR or 3G propositon. the one over riding idea that has 3G/HDR gaining more ground over time than the 802.11 is that there is one ubiquitous roaming advantage that 3G/HDR can offer and 802.11 local service cannot. So what if you can go to random Mom and Pop places and get access. It is hit and miss and if you REALLY NEED it, you cannot count on it, except that you can remember where there was service last time. but then if you get there and it doesn;t work, you cannot call anyone and ask for help or even demand that it work. Mom and Pop are busy today and it will have to wait (during the heigth of Christmas rush....). Perhaps you have missed the fact that Metricom, which is somewhere between these two is bleeding money these days to the tune of $33M a month? the very idea that it is free inhibits the growth and usefullness of this service. On the HDR side, there is a giant market out there for guaranteed service for a low subscrition price and having it propagated in every laptop and PDA makes the availablity go way up. Just as Intel spent $B in promoting USB for almost 5 years before it became used by alot of people, is exactly why putting this in every laptop is important. I agree with you from the engineer side, it would be nice to have this everywhere and it is a wonderful type of service. but if we can't justify it from a business side, then all it does is create DOT.COMS which will fail and consume the precious captial that businesses need to startup and grow. Enjoy your walk.....

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