Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Scott Zion who wrote (3442)	11/20/1999 5:11:00 PM
From: slacker711	Respond to of 13582

Thanks for the link Scott....I would second your recommendation. Pretty good overview of HDR....Here is a excerpt. The second business case presented was a more traditional one. Without going into all of the details, their case study showed a high IRR of 35%+ after three years growing to 50%+ over seven years. The model assumed that HDR overlaid an existing CDMA system with 20% additional cell sites being added. The model also assumed that mobile users would pay a flat rate of $40 per month in 2000 with the monthly rate dropping to $32 in 2007 for high-speed wireless data access. I liked the flat rate approach used in their model. This seems like a winning price point for the customer that provides the carrier with good return. wirelessroadmap.com Slacker

To: Scott Zion who wrote (3442)	11/20/1999 5:24:00 PM
From: bill anspach	Respond to of 13582

Scott, thanks for the link. Single best summary of Qualcomm's data strategy that I have seen, and I have read just about everything posted here for more than 2 years. Except, of course, some of Maurice's longer rants. Very, very exciting.

To: Scott Zion who wrote (3442)	11/22/1999 12:54:00 PM
From: moat	Read Replies (1) \| Respond to of 13582

Scott, Thank you for the link to the HDR article by Andrew Seybold. A question for the thread: How's Andrew Seybold's reputation on wireless technologies and business models over the years? Does he provide level-headed analysis or does he have an ax to grind? What's his track record? Please don't read my questions about him in a negative light. I am simply looking for feedback from those familiar with his track record. He seems to have a lot of insight on wireless technologies and businesses. moat