Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (51145)	4/26/2002 4:22:43 PM
From: Thomas Tam	Read Replies (2) of 54805

Does this have an resemblance to free internet access? I can't see the majority of companies (at least over the next couple of years) being willing to pay for free internet data via 802.11a/b/g even if that means a small number of additional customers coming to their shop. Business model makes no sense just like free wireline internet. You may have someone willing to try this, but widespread adoption just has to many hurdles to overcome. CDMA is here to stay and that means QCOM will be the beneficiary. I agree the high prices being charged for wireless data is crimping wide adoption and content is still in very early stages, but this should turn. Maybe being a QCOM/CDMA bull is clouding my thoughts here. gg Later

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