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Pastimes : The New Qualcomm - write what you like thread. -- Ignore unavailable to you. Want to Upgrade?

To: waverider who wrote (204)	9/19/1999 7:33:00 AM
From: Maurice Winn	Read Replies (2) \| Respond to of 12233

Over and out from me for a couple of months! Off to Geneva to scope out Globalstar's softlaunch strategy - the one where they don't have gateways, or handsets but they sell the minutes for a high price and don't allow roaming. That way they will prove how they learned from Iridium's mistakes and customers won't be disatisfied because, presumably, there won't be any. I'd wanted to be one, [a customer], but I don't think there will be handsets for sale at Geneva or if there are, the terms of sale will be extorquerationate and not being able to roam until sometime about a year from now will make them unattractive to world travellers. But at least the satellites should last 10 years. Thank goodness they won't be used this year! There won't be any mistakes that way. Seems weird to me, but you know, such strategies can do wonders. If anyone can figure out how, tell me. I gave up on going to China - all too hard. They want visas. There's no Globalstar there anyway. So will go to Japan and see cdmaOne in action. I'll check email [assuming I can find a puter somewhere because I don't have an Anita [TM] device to just lock onto a Globalstar satellite and download some urls]. Try Mqurice@eudoramail.com The sooner we can have WWeb available worldwide with full roaming at sensible prices the better I'll like it. Not having the Web is like being deaf, dumb and blind! A kind of latter day caveman. There should be a lot of interesting stuff in Geneva along those lines: itu.int Will be hanging out in Escondido for a while in a week or so. I'll cruise by Qualcomm - it'll be weird to see "ERICY" written all over the Lusk Boulevard building. There should be 10,000 posts in SI to catch up on. Incidentally, I'm glad that the idea various people suggested about the handset division didn't come to pass = the idea that handsets could compete because they don't have to pay royalties and profit margins on ASICs. It seems that management can see right through that and they'll collect a royalty on every handset and collect the full margin on every ASIC too! No inhouse subsidy nonsense. BUT, no more is Qualcomm a combination of IBM, Intel and Microsoft. No more box making. Not even all the software. Now it's down to the ASIC. Plus Cinecomm, WK, Globalstar, Eudora, Wireless Business Solutions, royalties so there is still a bit going on. ASIC prices are sure to fall, as are handsets, so unit royalties will dwindle too. The 5% royalty is going to look pitiful.. It should have been 15%, same as GSM. CU all in a couple of months. Mqurice