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

To: engineer who wrote (4735)	1/1/2000 3:10:00 PM
From: Michael	Read Replies (1) \| Respond to of 13582

Dr Irwin Jacobs to appear this Sunday on San Donaldson's show, abcnews.go.com Sunday, Jan. 2: Nasdaq Hits 4000 ? Where Will It End? Dr. Irwin Jacobs,Chairman and CEO,Qualcomm, Inc.;

To: engineer who wrote (4735)	1/1/2000 11:12:00 PM
From: lkj	Read Replies (1) \| Respond to of 13582

Engineer, For argument's sake, let's go to 2010. How fast do you think HDR would be: 5Mbps, 10Mbps, or 20Mbps? If your "handset" had such HDR, would you call it a handset? I won't. I would call it a wireless modem or gateway, and I don't see selling 3 billion of these modems or gateways in 2010. In these devices, CDMA becomes a last mile technology competing against DSL and Cable Modem. What I do see selling billions are devices that have data capabilities in the 100s-kbps range. Rather than being handsets, these devices would be embedded in wearables such as necklaces, glasses, watches, earrings, and even key chains. (A key chain may not be a wearable device.) If CDMA is the main wireless technology in 2010, these LDR CDMA gadgets will out sell the HDR CDMA devices by one magnitude. And the ASP will be a lot less than $185. I think I am being more open minded than "short sited"; ten years is too far out to predict. But if I had to make one, mine isn't any worse than the one by Paine Webber. Happy new year, and yes, electricity is still up! Khan