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

To: MileHigh who wrote (51985)	11/29/1999 9:51:00 PM
From: Jill	Read Replies (1) \| Respond to of 152472

Well, I just went and lurked the CSCO thread. Very interesting perspectives on fixed wireless and what it means for CSCO. As a complete non-techie it seems to me it cuts into QCOM's potential market, at least as I envisioned it--because I figured it would be more than zillions of cellphones and wireless accessories, I also thought it would include wireless computers at home. Of course, it also cuts into telcos and cable. All I can say is there's huge demand for fast easy bandwith. In Boston the phone company is way behind on installing DSL lines & customers are apparently angry. I guess we'll just keep watching the game, and the players coming at it from all sides. It is a fascinating time.

To: MileHigh who wrote (51985)	11/29/1999 9:54:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 152472

MileHigh: "Free" is the hard part. Tough competition for all "fixed wireless" a.k.a. "wireless fiber" service providers with point to point and point to multipoint service. But and this is the big but, people on a beach or in a car are not likely to carry a pizza sized dish around with them and even if they did it probably wouldn't work for a multitude of reasons. Yes, the Q will have competition in the "last mile" to a building but mobile means ubiquitous - anywhere - and available while in motion. How does Cisco compete with that part of the "last mile", hmmmm? Suggest to you that there will be a good sized market for HDR, 1XRTT and 3XRTT data delivery. Be of good cheer. Chaz PS As I suggested earlier, the guys who stand the most to lose from this Cisco initiative are the "wireless fiber" service suppliers such as WCII and TGNT who do not use CDMA now.