Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: qwave who wrote (83371)	6/22/2002 12:05:48 AM
From: paul_philp	Read Replies (2) of 99280

I have been reviewing this space a lot lately. I think that a version of 'wireless ethernet' 802.X will become the corporate lan, hot spot and midsize town/suburban is a winner. It is not mobile. You have to be relatively stationary to use WiFi. I think it raised the bar for 3G phones. How do they add value which WiFi is everywhere including Palm and PersonalPC devices. Given that this technology can box Qualcomm into a corner (although GREAT, RELIABE voice would be a benefit) and the finincial straights of the service providers and how alergic capital is to anything telco-ish. I think QCOM is under threat and the risk is much higher than 12 months ago. Off my list for my first toe dip. Paul

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