Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 164.94

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1:34 PM EST

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To: mightylakers who wrote (99754)	5/24/2001 10:21:36 AM
From: Clarksterh	Read Replies (2) of 152472

ML - Like I said in one of my posts, every step toward the edge your data speed will drop off significantly. Someone even said that standing up from his sofa to his counter top will change his speed from 6Mbps to nothing. Tsk, tsk. Same is true of HDR (or DSL or even my 56k modem). All things fade with distance. What's up here? Everyone seems to be unwilling to concede that the highest use areas will almost certainly go with some later version to 802.11 (with higher rates and much better security). For instance I use my notebook in only 3 locations outside of my home and office - the local coffee cafe, the airport clubs, and airplanes. (I do not use it in random locations) In all of these the 'location' is getting revenue from me and will almost certainly want to pay some relatively small fee to provide access and bring in my business. Amortized over the numbers of customers the cost for 802.11 is likely to be in the noise. For instance I would guess that there are 300 purchases per day in my local coffee cafe or 9000 purchases per month. Assume the cost for providing the service is $1000 per month (very conservative) then that is an extra dime per customer. That is significantly less than the already existing difference between the local Coffee Bean and Tea Leaf, the Starbucks and the Pete's. And it brings in the heavier purchasers who stay a while and order food or multiple coffees or ... . I suspect that the real need for 3G is going to be for the truly portable devices (PDAs, wearable computers if and when they happen, cars (Detroit is anxious to expand their ability to provide real-time services for which the margins are relatively high - imagine all those vans with computer games installed being tied to the internet)). I can use my PDA while a passenger in a car, or while walking down a street but very hard to use my computer in the same circumstances. I have to admit the 3G niche looks more limited than I had originally envisioned. Thankfully with 1X there are other reasons for an immediate upgrade - an economical way to expand capacity. Clark

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