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

To: T L Comiskey who wrote (63172)	1/20/2000 12:06:00 PM
From: John Hauser	Respond to of 152472

You betchya TLC. Go team go team go go go..... Also another interesting post from yhoo thread... Notes by Slappie13@aol.com from a Dreisbach presentation at SalomonSmithBarney's industry conference 1/10/2000 at Palm Springs: OK. Here are my notes from the Salomon conferrence on Driesbach's presentation IP based network Intelligent microcell technology more capacity more coverage instant handoff scaleable and robust 900 MHZ spectrum excellent in building penetration low power, spread spectrum Internal modems will be available in early 2001 from Novatel and Sierra Wireless Licensing technology for chipsets for motherboards on computers and other devices. Each pole top radio costs about $1500 and takes less than 10 minutes to install Put 300 to 400 radios up in a 5 day period in New York city Theoretical peak speed is about 796K Average data rate is 176K in beta testing Customers will get at least 128K service with speeds greater than 128K 80% of the time Distribution Strategy 100% wholesale model they will not compete with retailers like WCOM talking to other channel partners like rboc, cellular, pcs, clec, dlec, isp's, ... MCOM offers time to market advantages complementary to current mobile services Flat rate pricing probably in the $70 to $100 range Need $1B to fund phase one and two of buildout which should be almost fully funded from debt/equity offering. This gets them through 2002 After debt/equity offering, debt to total capital ratio of 26% -- plenty of room on balance sheet for more debt if needed. WCOM has a $388M revenue commitment over 5 years. Now from the prospectus, looking to go international ordered 47.7K modems for 2000 ordered a minimum of 150K modems from sierra and novatel for 2001 expect to spend $50M in advertising in 2000 expect other distribution agreements announced in 2Q00