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: Clarksterh who wrote (7086)	2/29/2000 10:57:00 AM
From: Dooker	Read Replies (2) \| Respond to of 13582

I need to find the reference, but I thought Dr. J. has given the impression several times that HDR has the potential for desktop internet access---that is, to be competitive with other forms of broadband internet access( in ASIA especially I thought.Maybe HDR requires less fiber optic infrastructure.) My point is that HDR,being applied in a mobile environment doesn't make it more competitive against fixed wireless--maybe down the road, but for now the all-in one mobile/home use seems impractical. Upspectrum wireless (Gilder referred to it as optical-CDMA I believe) with gigabits/second overwhelms HDR transmission rates. He also said that the new technology doesn't have to be line of sight. (Sorry if I wasn't clear in that this new technology only works in a fixed environment.) This is very speculative, and I am not arguing that it will, in fact, be a threat to QCOM. Just exploring. Regards

To: Clarksterh who wrote (7086)	2/29/2000 11:14:00 AM
From: slacker711	Read Replies (1) \| Respond to of 13582

Thus optical will never be direct competition for HDR although it should be noted that I have never expected HDR to be more than peripheral in completely fixed solutions. There are just so many more options in completely fixed than there are in mobile. I am curious why you think this (is it based from any technical aspects?)....I have always agreed but it was basically because HDR sounded too good to be true (the cynic in me). It seems like it should be impossible for HDR to compete price-wise with wired solutions. However, Qualcomm seems to believe that it can be offered at $40 a month. At this price it becomes the best alternative (by far) to either DSL or cable. For one thing....until G.Lite gets rolling both of these still involve a truck roll. It seems like an HDR modem could be sold at the local Best Buy and set up within minutes by the consumer. Of course it's own popularity might overwhelm the provider's resources....but I assume (hope) that this is part of Qualcomm's calculations. I live in the suburbs of Chicago....and neither DSL (22000 ft) nor cable modems are available. I assume that the same is true for others.... I cant wait to start hearing about the results of the trials....though it still does nag at me that US West hasnt come out hugely in favor of HDR. In the words of IJ...."it should be a no-brainer". Slacker