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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 12:23:29 PM
From: Dennis O'Bell  Read Replies (1) of 152472
 
B - all these home PCs have reached such a comfort level in performance that connectivity is now the main bottleneck to a better user experience, that seems clear. This is true whether it's wireless or eventual fiber to the home. I think these two will benefit each other and dismiss remarks about wireless "replacing" wired connections. When we begin to have real comfort levels in bandwidth, then the killer aps will come naturally, boosting both wired and wireless demand.

People have talked about streaming video on demand as a killer ap, and certainly the entertainment industry could finance building out the infrastructure to do that. But streaming video could be handled by storing content at the cable company head end and downloading it to users in the local community without any real general purpose bandwidth behind it, that's a concern for me.

General purpose bandwidth is the best, the audio CD is a great example of a point solution, dumber than dumb digital storage media that has turned out to be far more useful than just for music.

The frustrating part about this is that it could just take a long time for G3 to really flower, a question of when, not if.
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