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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: bananawind who wrote (276)	7/27/1999 3:00:00 PM
From: Ramsey Su	Read Replies (5) \| Respond to of 13582

Jim, hmmm, a notebook type device, but would that be too large? There were a lot of discussions late last year on the old thread about 3G, global standards, migration path etc etc. to broadband wireless. I think there must be a usable device to make 3G a blockbuster. How long has the Nokia surfing (forgot model number) device been out? I don't think it is that popular nor do I think pdQ would be a big seller. For years, we discussed the merits of CDMA vs GSM/TDMA etc. Winning that battle gave us the QCOM of today. I think the next battle is going to be the control of both the software and hardware of wireless. Will QCOM be once again in the winners' circle or should we look at some of the other companies kindly mentioned by the number of earlier posts? Ramsey

To: bananawind who wrote (276)	7/27/1999 3:40:00 PM
From: JMD	Read Replies (2) \| Respond to of 13582

Jim, 'wireless data devices'--count me in on the 8 1/2" X 11" "etch a sketch". Incredible as it might seem, I've been shopping for a portable for two months now and can't find anything that really fits the bill for me. What do I want? The ability to do word processing and a little number crunching and e-mail access and of course get on the web while I'm on the road. Period. Light applications of word and excel may be o.k. but it doesn't seem that I should have to compromise. Obviously need to synch stuff back up with desk top but that shouldn't be a biggie either. When I am sitting in the Red Carpet Club at O'Hare in January and all monitors are flashing "flight delayed" and I know I'm screwed, my options are a) serial murder or b) serial scotch and sodas. To date, the latter has always prevailed but you never know. With your handy dandy etch-a-sketch, god knows how many lives could be saved as I proceed to pay bills or otherwise make productive use of down time. To me, that would be the killer app/device. Best, Mike