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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 174.01

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Nov 14 3:59 PM EST

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To: foundation who wrote (33132)	3/5/2003 2:04:07 PM
From: kech	Read Replies (1) of 196656

What is very interesting about Seybold's article is in the past he has always mentioned that there is no business model for data only services. He has always felt that Voice is first and Data could be gravy on top. His support for the reselling approach of Nextwave is kind of a turnaround, unless he meant that one could not be data-only without being a reseller. Interestingly enough, his argument for Nextwave is that in these capital constrained times, using Nextwave may actually be a capital and risk reducing approach to high speed data.

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