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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 164.42

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To: Rajala who wrote (15900)	10/2/1998 11:37:00 PM
From: Drew Williams	Read Replies (2) of 152472

<< BTW I know why you are asking. Answer is no, satellite phones will not be able to compete. >> a) The business plans for Iridium and Globalstar (the only two significant worldwide satellite phone systems likely to be operational in the reasonably near future) do not show them as intending to compete with any cellular/PCS network. They are intended to augment rather than replace existing services. For instance, I will be able to drive all around my third world home state of Pennsylvania and not have to worry about gaps in land based network infrastructure. b) The announced pricing for Iridium and Globalstar calls is significantly higher than current and anticipated cellular/PCS pricing. However, even with currently launched and launching technology, it would be possible to operate a significantly less expensive satellite system, one competitive with land based cellular/PCS networks, if we assume a high enough usage of potential capacity. This is particularly true for Globalstar. We can also assume the satellite capacity and pricing will improve as time goes on. It is my opinion that there is plenty of business for everyone. Everyone should prosper. At least in the United States, the market is large enough to support multiple technologies, which also speaks well for satellite phones as the ultimate roaming instrument.

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