Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: mightylakers who wrote (115738)	3/18/2002 3:27:31 PM
From: pcstel	Read Replies (1) of 152472

ML: Why moderate to MDR? That is like asking "Why Voice-Only"? It is a different market segment! The flat rate providers like Meto/Leap/Northcoast are targeting the wireline replacement market! Leap has been in the "wireline replacement market" for Three years! However, they have only accomplished a wireline replacement penetration of around 7%! However, over 60% of their users use their Cricket phone as their "primary phone". So in other words, 60% of their users use their wireless phone as their primary phone, but still maintain a wireline account? Why? The answer is access to dial-up data services! A very large percent of the population still access internet traffic via a ISP and wireline service.... Not Broadband! The reason why Cricket users have not disconnected their wireline service is because they require it for dial-up data services. The lack of MDR data services is what killed Vesper in Brasil! These users are accustomed to "dial-up" speeds, and connect/disconnect problems associated with wireline service. So they do not require Broadband, and are probably not willing to pay for such a service. The Broadband crowd is very picky. When their speed drops below 300kbs. They are on the phone to tech support! Which is not conducive to a "low cost providers" cost of service margins. So it appears that offering 1XEV-DO moderated to MDR (60-80kbs) average throughput will provide "above accustomed service levels" to the wireline replacement market, thus allow the network to support more users, using smaller amounts of available bandwidth! Hence, 1XEV-DO moderated to MDR! The above metrics on the inability of LWIN to penetrate the "wireline replacement market " beyond 7% without data services is the same reason AWE will fail at deep penetration levels in this market. And AWE is 2 Network evolutions ( and Billions of dollars away) from being able to provide a competitive voice and MDR data soulution in order to be successful in the Wireline Replacement Market. IMO PCSTEL

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next