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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.690.0%Dec 24 12:59 PM EST
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To: John Biddle who wrote (28975)11/15/2002 11:49:18 PM
From: engineer  Read Replies (3) of 197031
 
thanks John...my response to that article..

IN 1993 we had the internet and nobody wanted to use it because it was so hard to find anything and so hard to get into it. You had to FTP the files down to your site and then scan them for what you wanted, then go back and do it again until you found what you wanted. Mostly if you knew the IP address of the site, then you had what you wanted.

Then in 1994 along came Netscape and we had a completely new view into the internet. Very soon the use of data on the net became everything and nobody knew what the connection was or how the data got to where it was or even where it came from.

Right now we are in the "old internet" phase of wireless data. Something needs to come along to cause a major paradigm shift (I can spell, Eric) and the killer app for wireless data will not be the data link itself, but rather something which requires it's use. I don't know what this is, but it is coming. In all the years of dealing with Sprint and VZ data people, I tried to explain to them that the pipe they so greedily tried to control was the one thing that if let go would inspire this new thing. They still hold on to it and want control.

I look forward to the day that that happens and see what it makes sell. In the case of Netscape, it opened the entire market for DSL, cable modems, PC sales, and alot of dot coms and web site business that did not exist. To the tune of more than $50B of biz. So show me the next "netscape" and I will show you a world saturated with "connections".
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