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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 171.02-1.5%Dec 31 3:59 PM EST
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To: Boplicity who wrote (103134)8/22/2001 11:44:41 AM
From: slacker711  Read Replies (2) of 152472
 
My biggest worry about investing in QCOM is the possibility of G3 being a technology that has been created to not meet the needs of the users.

I agree that a lack of applications is the biggest challenge facing Qualcomm right now. They have created the technology (1xrtt) and the business model/operating sytem (BREW)....they now are going to have to depend on 3rd party developers to create content.

One advantage that 1x will have over prior technologies which were looking for content (like broadband) is that the fact that 1x doubles voice capacity will guarantee a large subscriber base. This wont be a chicken or egg scenario. Korea is going to have a huge 1x subscriber base by the end of the year. My guess is that this will automatically drive developer offerings, especially with BREW giving 80% of download fees to the content company.

The question then becomes....will consumers base there wireless decisions on content offered by the operator? If the answer is yes, we may finally see a divergence between the fortunes of CDMA operators and non-CDMA operators in the US. If the answer is no, then it will be business as usual....no dramatic rise in earnings due to 1x.

Slacker
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