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

To: JGoren who wrote (3145)	11/10/1999 6:15:00 AM
From: Wyätt Gwyön	Respond to of 13582

one other point made in the webcast--in the current data services arrangement (circuit switched), where data and voice are being used on the same bandwidth, a carrier may run into an opportunity cost conundrum, wherein the provision of cheap data minutes would exclude a like number of more lucrative voice minutes. hence data minutes are kept expensive. everyone knows, however, that data must be cheap in order to cause an explosion in the wireless data market. by moving data service to an exclusive band or bands, operationally, carriers can develop a data-centric pricing model that will a) not canibalize voice in the near term (till packet switched voice arrives, i guess); b) work and spur demand. there was frequent reference to cable modem pricing structures--"all you can eat for $35 a month"--this makes me think such a price point is the target. there seems to have been a lot of thinking about marketability in developing hdr. just as it is an evolutionary step technologically, it is a step in operational evolution for carriers, imho.