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

To: Randall Knight who wrote (48522)	11/8/1999 6:39:00 PM
From: MileHigh	Respond to of 152472

Randall, Good point! How about all the custom portable terminals sales people might carry around transmitting orders while on the road w/o having to stop in for a landline. The ideas are endless. I hope you are right! MileHigh

To: Randall Knight who wrote (48522)	11/8/1999 6:42:00 PM
From: Voltaire	Read Replies (2) \| Respond to of 152472

One of the most telling things that very few people have mentioned, is the apparent picture seen by Dr. Jacobs and the others that would motivate the immediate approval of an additional Three Thousand Million shares! Boy, can you imagine what they are looking at. Voltaire

To: Randall Knight who wrote (48522)	11/8/1999 6:47:00 PM
From: 100cfm	Read Replies (1) \| Respond to of 152472

i also liked the fact that they said that operators would be better off using 2 carriers. one for voice and one for data. so when jeff jacobs said that hdr is good for non cdma operators as well as cdma operators. does it mean that companies such as att can keep their voice infrastructure and just add a seperate carrier for hdr cdma? this would be awesome, since we would get the royalties and t gets to save face somewhat with their tdma fiasco. he also said that royalty rates would be the same for hdr as they are now,but would have higher dollar amounts if hdr devices are more costly, which we know they will be. they also spoke of a 300% penetration, that people will have a multitude of devices, thus the 1billion mark by 2003 is way too conservative. what we have recently seen in the Q is nothing as compared to what will happen when wall st. comes to the final realization of the magnitude of dollars that will be flooding into Q in as little as 18-24 mths. i think voltaires prediction of 400 presplit is in the bag!

To: Randall Knight who wrote (48522)	11/8/1999 7:37:00 PM
From: METMAN	Respond to of 152472

Randall.... that's why our friends, Intel, bought DSP .... because it'll be another chipset they lose off the motherboard, this time to Q. Either way, Intel will have to pay a royalty, and Q will be far ahead. How many PC's sold every year or better yet, how many motherboards are manufactured each year - they won't even have to be sold!!! .... no more modem cards .... one more available PCI slot ... everyone benefits.... The only issue is the widespread availability of CMDA wireless technology. If there are dead spots, then other connections still have to be available for the PC.... -metman

To: Randall Knight who wrote (48522)	11/8/1999 10:11:00 PM
From: Joe NYC	Read Replies (3) \| Respond to of 152472

Can you imagine the dough to be made if every computer can standard with a built-in wireless modem delivering data at 500 k/sec? I want one. How much are you willing to pay for this luxury? To get 500 Kbs (kilo BIT per second) wireline access on a SDSL line (business grade), you have to pay at least $200 per month, or about $100 residential grade, or about $50 per month asymetric (let's say 500 up, 50 down). This is all wireline, which means that you already have a wire, and the going forward cost is only switching at CO and routing this traffic. With wireless access, you have all of these costs plus a use of the finite chunk of a spectrum. In the meantime, the cost of wireless is about $10 per month plus 10 cents per minute or more from Sprint or Bell Atlantic (coming soon: bam.com for a lot less than 500kbs. So if you spend about 2 hours a day on internet, it would cost you $12 per day, or $360 per month (plus $10 monthly fee). Can you imagine the dough to be made if every computer can standard with a built-in wireless modem delivering data at 500 k/sec? I want one. Depends on how many people can trade monthly payments for a Lexus for a wireless phone, or how many people can afford to add it on top of their monthly Lexus payment. Another way to answer your question is to check how much money Iridium is making. Joe