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

To: limtex who wrote (3434)	11/19/1999 10:44:00 PM
From: quidditch	Read Replies (1) \| Respond to of 13582

L, free handsets with the "pre-loaded" calls = similar to disposable cameras, once the pre-installed film is used up. I'd have to mull that one over in terms of what it means for the economics and commoditization of ASICs (maybe the phones get re-loaded instead of disposed?) and royalty rates on non-disposables. I guess this would also be analogized to broadband and data, the cheaper it comes, the more they will use--price elasticity. Pretty wild to contemplate. slacker, better to have open and non-discriminatory terms, especially i) since Q has probably a 12- to 18-month lead time on ASIC development and ii) if Q has another HDR up its sleeve waiting in the HDR wings. Best to both you qualwarts (stal....). Steve