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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 155.82

-1.3%

Jan 23 9:30 AM EST

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To: Ramsey Su who wrote (7838)	2/1/1998 1:11:00 PM
From: qdog	Read Replies (3) of 152472

Can't play golf, course to wet. You develope and deploy what makes sense for your particular market. Is Europes wireline infrastucture the same as here in the US? Well it could very well be in the not too distant future now that they are opening it up. MFS (WorldCom) as made tremendous inroads with business communications. Residential is another matter. Also it is a difference in frequency planning. In the US we have staturated the airwaves with radio signals. Hell, PCS had to chase off the incumbents to bring up their services. Bet Europe is going to have chase some folks off of 2 Ghz themselves, but they have more free spectrum than the US. Then the third world is even more intriguing. With the way the US is laid out, you have a basic infrastucture of Right of way that exist. It makes wired services easier to deploy cost effective to say European cities that are far older. My goodness I leave in a city that celebrated it's 1100 years!! Planning was far differnet a couple of hundred years ago. Is residential serivces better served by wireless in some parts of the world versus others? Absolutely. The problem with computing is it's nature of change and direction. These guys turn on a dime. You have nexgen Ethernet at 1 Gbps. Care to venture how much bandwidth that will take in wireless? If that is the next requirement, then all this yapping about 3G is already in serious jeapordy. It is in fact obsolete, before the final vote. Teledesic is already obsolete and they haven't begun. The future is last mile fiber optics. It is the only thing available that has the capabilities to keep pace, period!!! I wonder how long you have until a company that is going to wake up one morning and put a business plan together that says we will approach the ute's and cities and deploy and maintain the last mile fiber, wholeselling space to traditional ROBC's, cable and the such. Hell, you can have a couple of companies doing it in a 21st century land rush. Think about AT&T going to light up the US with this pipeline. They just charge a fee to the provider, but not directly offering services. Oops that sounds like a monoply, never mind. Is it football season yet???? I hate these jones!!

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