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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 172.92-0.9%9:39 AM EST

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To: pcstel who wrote (99718)5/23/2001 6:12:44 AM
From: Maurice Winn  Read Replies (1) of 152472
 
<Have you ever seen the body expressions and the look on someone's face who is paying by the minute to be on the internet.. (like at a hotel business center).. They typically make alot of jestures with their hands like. Hurry Up!! Hurry Up!! This is costing me money here!!!>

Have you ever tried being inside the body of somebody paying per minute?* I first gave it a go with Compuserve in the early 1990s. It was an exercise in paranoia and terror. Sweat, shouting, rapid heartbeat, urgent incantations and too-soon switchings off before the bill got too high, having downloaded nearly nothing. I took malicious satisfaction in dumping Compuserve as soon as I could. The information superhighway sure was a slippery sheep track covered in muck.

Three years ago it was necessary to have a clock-watching attitude to life in the Web when renting service, even at home. It's not much better now even in cybercafes though ADSL at home is pretty cool - but it's still impossible to use a system in a hotel without risking burst blood vessels and apoplexy.

QUALCOMM says they can manufacture megabytes with cdma2000 at 2c. With Wacky Wireless, they can instantly cut that to 1c and depending on the loading models they use, probably 0.5c per megabyte.

If they use the Globalstar model, that'll mean they'll charge $2 a megabyte plus a big monthly charge whether you use it or not and very few people will use it. But if they charge it properly, they can produce megabytes at 1c and retail them for 4c and make big profits because they can produce a lot of megabytes from each base station.

ADSL is nice but being stuck at the end of a wire is a pain. I'm ready for wireless and once I'm unwired, I don't see why my one account shouldn't work everywhere [more or less]. If they keep the prices low, cdma2000 is cheap enough that hunting down cheaper services wouldn't matter too much to most people.

Mqurice

* No, this is not some stupid reference to an 'internet mile-high club'.
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