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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: engineer who wrote (99492)5/19/2001 3:40:20 PM
From: saukriver  Read Replies (1) of 152472
 
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?

Somwhere in there, I think are saying that the difficulties of rolling our access on a pole by pole, store by store basis are far more daunting that cell coverage. MCOM is a textbook example. (Hopefully, they hang on until HDR is rolled out because they are my ISP.) Good point.
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