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 (99718)	5/23/2001 9:26:11 AM
From: slacker711	Read Replies (1) of 152472

Why would a wireless operator take part of his spectrum that is generating "CASH PER MINUTE" charges in the voice segment.. And, let client's use the same spectrum for "All you can eat Data, for one price?".. Does that make sense? This depends on how scarce a commodity spectrum actually is....I believe that LEAP is showing that in many markets, spectrum is NOT the limiting factor for voice. It depends far more on the type of technology used and the coverage than on the spectrum each carrier has. If this becomes true for the national carriers (PCS/Verizon) there is a possability we could see unlimited HDR at a fixed price. Though I think that this price would be considerably higher than Q's suggestion of $40. So what if you were in DFW and DFW offered FREE 802.11 access, or you could use your "Pay by the Minute" HDR connection via VZ?? You have modems for both? Which would you chose? As long as you werent accessing your corporate intranet you would almost always choose the 802.11. It would likely be able to provide a higher speed connection. However, in the case you illustrate, Qualcomm has already made its money since the customer has both modems. I think that this is where your model breaks down....the type of customers that are going to be in the Admiral's lounge at the airport. They are generally going to be corporate users that travel extensively. It is this type of person who will put a premium on always having access....rather than waiting to be in a Starbucs or a aiport lounge. Generally, I think that the people who are carrying around a laptop at all times, are the ones who will put a premium on accessing the net at all times also.... OTOH....you are absolutely right that Qualcomm is going to lose some sales to 802.11 installations. College campuses are one area that come immediately to mind. I think that it is pretty likely that most spots on a college campus (library, dorms, union) would be outfitted with an 802.11 card....and students would be too cheap to pay for 1x/HDR instead. One question (I probably missed the answer).....are you suggesting that 802.11 cards will be installed in handheld PDA's/handsets? I have just been thinking of the laptop markets.... Slacker

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