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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: DaveMG who wrote (38115)	8/21/1999 7:00:00 PM
From: qdog	Read Replies (3) \| Respond to of 152472

Nope, ION is after the residental biz. Inter@ctive July 26th issue(?) which can be found on ZDNet, I believe (I get the print issues) has a good piece about MCIWorlcom and Sprint's strategies with the MMDS license they have gobbled up. MCIWorldcom is going to pursue the biz side, but after their frame relay fiasco, they may have to rethink that. You are goin gto see a global buildout of wireless period. It goin gto come in all sorts of variations and frequencies. It will be terrestrial and satellite. Once again, the term wireless is not Qualcomm exclusively or even to a large degree. That is part of the myth propogating on Wall Street these days. The same folks that only a year ago didn't know who Qualcomm was, are now convinced that they are the worlds leaders of wireless. They aren't and as far as I can see, they are limiting themselves to a narrow focus. That isn't necessarily bad, but it certainly limits their growth well into the future. IPR's run out. Other companies build a better mousetrap, etc. etc. etc. Depending on what you read or interpret, theirs are 12 years for the most part. Somehow I get a nagging feeling about around the year 2002-2003 there is going to be further legal challenges to this from all sides. The reason I've heard and read, but don't necessarily believe it, is based on the fact that all their patents are referenced to other patents. Not being a patent lawyer or even a person that understnads lawyer speak in general, it something that raises a small question in my mind. Irregardless, wireless is going to explode further and it just won't be cellular and PCS, plus it won't just be CDMA. As to the last quetion, will they be complimentary. I suppose the quick answer is yes, if for one reason and one reason only, the telco's want to bundle services in a one stop shopping effect. The possibilities that the Internet can deliver is only limited by the imagination and financial resources. You have content on one hand and the plumbing on the other. The pipe to deliver on demand video if it is real time and not downloaded is going to be more than 2M at MPEG-2. DBS satellite feeds are varying from 3-6 M bandwidth depending on backgrounds and the such. 3G according to the ITU, which isn't just the US, but more driven by the Europeans and Japanese at this point, is 2 M. Now naturally they will compress video further in two years, but at what price in both cost and quality? So the demand for wider bandwidth should keep going up per Moore's Law. That one reason I choose to ridicule Mr. Softie. Software has got to start to become apart of the solution to using bandwidth more efficently into the future. To date, Mr. Softie has not done that, they just keep throwing fuel onto the fire. Whereas Europeans are doing things on the software side that utilizes resources more efficently.