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

To: John Hauser who wrote (69777)	3/28/2000 12:38:00 PM
From: saukriver	Respond to of 152472

MCOM: John, your message to me just said "where are you getting that information? You better update that." I cannot figure out which part of my message you want me to "update." Here is a rundown of what I said and why I said it: I said "Metricom's Ricochet service is indeed mobile wireless, . . ." The source is my own Ricochet modem. I have been a Ricochet customer since 1996. I can take my Ricochet modem, attach it to my laptop, and use it with a mobile wireless connnection to the Internet. I said: "albeit slow, . . ." Again the source is my own use of Ricochet service. It operates at around 37K. I hear that the new Ricochet2 service from Metricom will be 128K. Still slow compared to DSL or a cable modem, and I disregard most of what Metricom projects because it keeps missing roll outs. Metricom has not even contacted me yet about upgrading to Ricochet2 service so I consider the Ricochet2 service nothing more than "pressreleaseware." I said: "limited-range . . ." Again, the source is my modem. I can use it in the Seattle area, the Bay area, DC, a handful of airports and perhaps a few other places you will no doubt tell me about. I don't care if you list out 16 or 25 or 52 more cities where Metricom is currently offering service or might be in the future according to MCOM's pressreleaseware. My point is still the same that the Ricochet service area is limited-range. I said: "and from a company that has had tremendous difficulty rolling out to new cities." I lost interest in Metricom's roll out projections after it projected that it would be in LA by the end of 1997 or 1998. Long line of missed rollouts. I place them in the same category as MOT's projections of fantastic new technology (like 1Xtreme or 1Plus) to come. I said "I very much like Ricochet as a service, and QCOM as an investment!" This has to do which what I personally like so I don't know how I can "update" you except to say that I still like the Ricochet service and that I still like QCOM as an investment. Please know, however, that my focus is on 10-15 years out so I could not give a fig if Metricom has gone up recently. I don't even know or care what its stock is trading at. I view Metricom as a "mezzanine" technology and not what CDMA offers. But, if I were a short-termer, I would not be buying MCOM on margin! Assume with me that Metricom reverses its history and executes brilliantly and rolls out 128K service on time in as many cities as it is talking about. What then does that really offer compared to DSL service providers and cable modems? Perhaps mobility for some. I think the long-term prospect for Metricom's technology is far less than what Sprint just licensed from QCOM last week. I wish you nothing but success with your investment in Metricom. saukriver