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

QCOM 175.25

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To: LarsA who wrote (61231)	3/21/2007 11:11:29 AM
From: slacker711	Read Replies (1) of 196996

OTA, of dvd quality videos, or a couple of 7 megapixel photos from your vacation, using HSUPA, will ever be a killer app? No, but I dont think this has anything to do with user speed or cost. There just isnt much of a reason to upload this stuff when NAND is selling for $5 a GB. They'll store the content and upload it onto a PC through a wire or WiFi. I think Sprint will be sadly disappointed in their sales of WiMAX enabled cameras/camcorders. The only real use I can think of might be if they allow streaming upload of a live video feed. Maybe the grandparents want to watch the soccer game live...but beyond that, MMS on cameraphones is more than enough. It is possible that some user created content along the lines of YouTube could become big. We'll have to wait and see how it plays out but a ton is going to depend on the operators opening up their pipes and pricing this in a way that makes sense for consumers. I wish we could monitor the usage and adjust the percentage a long the way. If no uploading - no 5% on 7 megapixel cameras or Carl Zeiss lenses. Sorry, but that really doesnt make any sense. If consumers are willing to pay the 5% premium that is what matters.... Slacker

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