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

To: gdichaz who wrote (5994)	1/31/2000 8:41:00 PM
From: Sawtooth	Respond to of 13582

Interesting several page article: salon.com "M-commerce" is coming, says wireless king Alain Rossmann,who already buys books with two clicks on his wireless phone. - - - - - - - - - - - - By Mark Compton Jan. 31, 2000 \| Sporting a screen about the size of a Post-It, low-powered by any measure and limited to operating within today's narrowband airwaves, the wireless phone wouldn't necessarily be your first choice as a Web-access device. Not unless you were Alain Rossmann, that is. Given his history of founding start-ups -- like digital video firm Radius, video compression pioneer C-Cube Microsystems -- and his chief's seat at early PDA company EO, Rossmann's credentials as a visionary thinker were already well-established by the time he started tinkering with the idea of building a "microbrowser" for phones in early 1995. Thinking out of the box was one thing, but conventional wisdom suggested that using a phone to browse the Web was, well, a little wacky. Still, the guy had just sold EO to AT&T for a tidy little sum. So let him play. And play he did, while his small company, Unwired Planet, evolved into Phone.com -- now generally recognized as a major player in the boundless space between computing and telecommunications............................... ........VVVVVVVVVV

To: gdichaz who wrote (5994)	1/31/2000 10:31:00 PM
From: Eric L	Read Replies (1) \| Respond to of 13582

Chaz, << Q is simply proceeding to strengthen CDMA in practical ways >> Doing good at it. << That doesn't indicate to me that DoCoMo is in a very strong position relative to CDMA One in Japan or on the road to 2.5 or 3rd gen whether CDMA 2000 or WCDMA >> My take is that DoCoMo is way ahead of their competition in their pioneering efforts relative to implementing multimedia in a mobile environment. In addition, NTT DoCoMo, IMO, has done more than any other company in the world (except perhaps Vodafone) to advance the IMT-2000 standards and to their credit they will launch a 3G cdma service with or without IMT-200 standards. This means that Q gets a royalty stream from their IPR. Vodafone is going the 2.5G route instead and at least as it applies to there GSM networks, Q gets NO revenue, NADA (unless we see dual mode SIM inside AMPS/GSM/CDMA handsets at 800/900/11900 MHz. If a Vodafone subscriber from outside the US roams in the US today he does it on a GSM handset with roaming agreements in place with Omnipoint, VoiceStream, Aerial, Bell South, PacBell, Powertel, et al. Conversely I can't use my BAM subscription and US number anywhere outside the US where Vodafone lives. I have to use my Omnipoint subscription. Check out this post from our good G&K Qualcomm friend Ruth Sommers on this subject: Message 12557119 I think I finally caught up all of your questions. Can I rest now? <g> - Eric -