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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.42-1.2%Jan 16 9:30 AM EST

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To: Dexter Lives On who wrote (114956)3/3/2002 12:34:04 PM
From: Uncle Frank  Read Replies (2) of 152472
 
>> the price of voice keeps dropping, nobody's paying for data...

I wish that were true. My voice rates, both land line and wireless, haven't declined for the last year, and I'm paying $50/month for dsl. Communication expenses are more than a trivial part of my budget, Rob, and I'd guess it's the same for most serious data users.

>> Wi-Fi is stealing potential data customers...

It's a neat product, but I haven't seen any market data to support that glum contention. You may have been taking PCSTEL's posts too seriously <lol>.

>> and manufacturing keeps moving to cheaper and cheaper locations.

What's that got to do with the price of eggs? Qcom collects royalties on their ip world wide.

Rob, data comm isn't going to skip over 3G and go directly to 4G. There are tens of billions of dollars of infrastructure already in place that ensure 3G will have its day.

jmho of course,
uf
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