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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 177.78-2.2%Jan 9 3:59 PM EST
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To: slacker711 who wrote (31372)5/31/1999 7:51:00 PM
From: slacker711  Read Replies (3) of 152472
 
This is from the AOL QCOM thread

What has been lacking has been a catalyst to push rapid deployment of HDR CDMA. Sooner or later, somebody is going to figure this out and inject $Billions into PCS and QCOM to accelerate the pace. Who will it be? Is somebody missing the point? Why has AOL not made any moves in CDMA? They could get on the TV set-top box faster than anybody this way. This could turn ATT's
cable assets into scrap copper and the change the world of the RBOCs and their dreams of ASDL. Any opinions?

Ajit.

Along the lines of somebody earlier mentioning a worldwide wireless network....Why wouldnt AOL invest in PCS? It would seem to be an almost ideal way to provide a secure, hi-speed, always on connection. If PCS base stations will be CDMA2000 capable sometime next year, why couldnt QCOM come out with a wireless modem? A wireless modem for home use wouldnt be limited by size limitations (make it as big as you want) and also wouldnt have the power constraints (just plug it into the wall) that phone terminals will have. It would seem to me that you could come out with one pretty quickly. Are there any technical reasons i'm missing that would keep this from happening?

Thanks to Ajit for putting me along this line of thinking.

Slacker
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